Joseph P. Lucia & Associates, LLC
Joseph P. Lucia & Associates, LLC (CRD# 147625) is a financial advisory firm headquartered in Yorktown Heights, NY. They manage $159,056,000 in 543 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management159MILLION
Total Number of Accounts543ACCOUNTS
Average Account Value$292,921
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NJ, NY, TX
Joseph Lucia (CRD# 4428262) is an Investment Advisor Representative working at Joseph P. Lucia & Associates, LLC in Yorktown Heights, NY and has over 18 years of experience in the finance industry.