Michael
Wagner
Joseph Gunnar & Co. LLC
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About this Advisor
Michael Wagner is a financial advisor who works out of Uniondale, New York with a total of 7 years of relevant experience. Wagner is on the advisory team at Joseph Gunnar & Co. LLC. They have been employed by Joseph Gunnar & Co. Llc for all of their career. Wagner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Joseph Gunnar & Co. LLC is a registered investment company that has its headquarters in Uniondale, NY. The company has offices in five locations and a total of 65 employees. It has $29 million in assets across its 95 accounts, making it one of the smaller firms in the nation by assets under management. The advisory firm has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fee types billed by Joseph Gunnar & Co. LLC may include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Joseph Gunnar & Co. LLC Brokerage Details
$28,666,762
65
95
$301,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Wagner Work History
Michael has been registered as a financial advisor for 7 years.*
Joseph Gunnar & Co. LLC Dba American Pride Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Wagner 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
Uniondale, NY
Uniondale, NY
New York, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
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