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).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    1,518
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 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 22 years of experience in the finance industry.

2
John E. Sloan
CRD#: 5442912
3505 Hill Blvd., Suite J, Yorktown Heights, NY 10598

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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