Joseph P. Lucia & Associates, LLC
Joseph P. Lucia & Associates, LLC (CRD# 147625) is a financial advisory firm headquartered in Yorktown Heights, NY. They manage $310,337,044 in 1,518 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Joseph P. Lucia & Associates, LLC
By the Numbers
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Total Assets Under Management310MILLION
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Total Number of Accounts1,518ACCOUNTS
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Average Account Value$204,438
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NH, NJ, NY, PA, TX
Financial Advisors at Joseph P. Lucia & Associates, LLC
1
Joseph Lucia (CRD# 4428262) is an Investment Advisor Representative working at Joseph P. Lucia & Associates, LLC in Yorktown Heights, NY and has over 22 years of experience in the finance industry.
2
John Sloan (CRD# 5442912) is an Investment Advisor Representative working at Joseph P. Lucia & Associates, LLC in Yorktown Heights, NY and has over 15 years of experience in the finance industry.
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