L&l Partners Wealth Management, LLC

L&l Partners Wealth Management, LLC (CRD# 140077) is a financial advisory firm headquartered in Suffern, NY. They manage $16,225,000 in 140 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $115,893
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

NJ, NY, TX

Financial Advisors at L&l Partners Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dagan A. Lacorte
CRD#: 4396486
74 Lafayette Avenue, Suite 101, Suffern, NY 10901
93
Wealthminder
score

Dagan Lacorte (CRD# 4396486) is an Investment Advisor Representative working at L&l Partners Wealth Management, LLC in Suffern, NY and has over 11 years of experience in the finance industry.

2
Alberto G. Libertini
CRD#: 2703609
130 Barrow St Apt.409, New York, NY 10014
93
Wealthminder
score

Alberto Libertini (CRD# 2703609) is an Investment Advisor Representative working at L&l Partners Wealth Management, LLC in New York, NY and has over 21 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.