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 10 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 20 years of experience in the finance industry.

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