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).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $292,921
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, FL, NJ, NY, TX

Financial Advisors at Joseph P. Lucia & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph P. Lucia
CRD#: 4428262
3505 Hill Blvd., Suite J, Yorktown Heights, NY 10598

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.

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