Dominic
Doria

Joseph Gunnar & Co. LLC

CRD#7280832
Investment Advisor
in New York, NY

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About this Advisor

Dominic Doria is a financial advisor based in New York, New York, working with Joseph Gunnar & Co. LLC. Dominic has previously held positions at Joseph Gunnar & Co., LLC, Cornell University, and Chaminade High School. Dominic has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Dominic is part of Joseph Gunnar & Co. LLC, which operates out of New York, New York. The firm has 6 offices and 60 employees. The firm manages assets totaling $31.0 million and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Joseph Gunnar & Co. LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

40 Wall Street Suite 3004
New York, NY 10005

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Joseph Gunnar & Co. LLC Brokerage Details

Total Assets Under Management

$31,018,138

NY Average: $7,464,549,021
Total Number of Employees

60

NY Average: 88
Total Number of Accounts

78

NY Average: 3,892
Average Account Size

$397,668

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dominic Doria Work History

2023 - Present (1 year)

Joseph Gunnar & Co., LLC

2022 - 2022 (< 1 year)

Joseph Gunnar & Co., LLC

2017 - 2022 (5 years)

Cornell University

2013 - 2017 (4 years)

Chaminade High School

Disclosures

Please visit the SEC profile of Dominic Doria to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Joseph Gunnar & Co., LLC

Dominic Doria
New York, NY
Vincent Miscioscia
Uniondale, NY
Anthony Coleman
Uniondale, NY
Robert Dornan
Uniondale, NY
Teddy Lellos
Uniondale, NY
Alain Tripeau
New York, NY
Michael Wagner
Uniondale, NY
Stephen Marek
Uniondale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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