Joseph
Alagna

Joseph Gunnar & Co. LLC

CRD#1840339
Investment Advisor
in Uniondale, NY

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About this Advisor

Joseph Alagna is a financial advisor based out of Uniondale, New York with a total of 5 years of industry experience. Alagna is on the advisory team at Joseph Gunnar & Co. LLC. They have spent their complete employment at Joseph Gunnar & Co. Llc. Alagna has a Series 63 license, designating them as a securities representative, and can work in California. Joseph Gunnar & Co. LLC is a financial advisory firm that has its headquarters in Uniondale, NY. The firm has offices in five locations and a total of 65 employees. It oversees $29 million in assets under management across its 95 accounts, placing it among the smaller firms in the United States by assets under management. The firm offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on which services the firm provides the client. However, fee types billed by Joseph Gunnar & Co. LLC can include asset-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

1000 Rxr Plaza
Uniondale, NY 11556

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Joseph Gunnar & Co. LLC Brokerage Details

Total Assets Under Management

$28,666,762

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

65

NY Average: 88
Total Number of Accounts

95

NY Average: 3,892
Average Account Size

$301,755

NY Average: $1,917,921

Investment Advisory Services

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

Joseph Alagna Work History

Joseph has been registered as a financial advisor for 5 years.*

1997 - Present (27 years)

Joseph Gunnar & Co. LLC

*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 Joseph Alagna 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

Robert Dornan
Uniondale, NY
Teddy Lellos
Uniondale, NY
Dominic Doria
New York, NY
Demitry Portnoy
Uniondale, NY
Michael Wagner
Uniondale, NY
Stephen Marek
Uniondale, NY
Vincent Miscioscia
Uniondale, NY
John Piro
Uniondale, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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