Joseph Gunnar & Company, LLC

Joseph Gunnar & Company, LLC (CRD# 24795) is a financial advisory firm headquartered in New York, NY. They manage $5,387,807 in 26 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $207,223
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, LA, NJ, NY, TX

Financial Advisors at Joseph Gunnar & Company, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Demitry L. Portnoy
CRD#: 3125649
445 Broadhollow Road, Suite Cl-19, Melville, NY 11747
93
Wealthminder
score

Demitry Portnoy (CRD# 3125649) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Melville, NY and has over 17 years of experience in the finance industry.

2
Eric S. Savitch
CRD#: 1615624
30 Broad Street 11th Floor, New York, NY 10004
93
Wealthminder
score

Eric Savitch (CRD# 1615624) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in New York, NY and has over 29 years of experience in the finance industry.

3
Robert M. Dornan
CRD#: 6007740
445 Broadhollow Road, Suite Cl-19, Melville, NY 11747
90
Wealthminder
score

Robert Dornan (CRD# 6007740) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Melville, NY and has over 4 years of experience in the finance industry.

4
Margaret D. Gavlik
CRD#: 1175128
30 Broad Street 11th Floor, New York, NY 10004
90
Wealthminder
score

Margaret Gavlik (CRD# 1175128) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in New York, NY and has 1 year of experience in the finance industry.

5
Daniel J. Schmidt
CRD#: 6682994
30 Broad Street, 11th Floor, New York, NY 10004
88
Wealthminder
score

Daniel Schmidt (CRD# 6682994) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in New York, NY and has 1 year of experience in the finance industry.

6
Matthew Gates
CRD#: 4727945
30 Broad Street, 11th Floor, New York, NY 10004
83
Wealthminder
score

Matthew Gates (CRD# 4727945) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in New York, NY and has over 14 years of experience in the finance industry.

7
Teddy Lellos
CRD#: 1955971
250 Pehle Avenue, Suite 200, Saddle Brook, NJ 07663
83
Wealthminder
score

Teddy Lellos (CRD# 1955971) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Saddle Brook, NJ and has over 28 years of experience in the finance industry.

8
Christopher A. Toro
CRD#: 2840005
Yonkers, NY
83
Wealthminder
score

Christopher Toro (CRD# 2840005) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Yonkers, NY and has over 21 years of experience in the finance industry.

9
Michael W. Wagner
CRD#: 3083994
445 Broadhollow Road, Suite Cl-19, Melville, NY 11747
83
Wealthminder
score

Michael Wagner (CRD# 3083994) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Melville, NY and has over 19 years of experience in the finance industry.

10
Stephen G. Marek
CRD#: 2458841
445 Broadhollow Road, Suite Cl-19, Melville, NY 11747
71
Wealthminder
score

Stephen Marek (CRD# 2458841) is an Investment Advisor Representative working at Joseph Gunnar & Company, LLC in Melville, NY and has over 24 years of experience in the finance industry.

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