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 $58,498,619 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
74 Lafayette Avenue, Suite 101, Suffern, NY 10901
http://www.llpartnerswealth.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $377,410
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
  • 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.

NJ, NY

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

Dagan Lacorte (CRD# 4396486) is an Investment Advisor Representative working at L&l Partners Wealth Management, LLC in Suffern, NY and has over 18 years of experience in the finance industry.

2
Alberto Libertini, financial advisor Suffern NY
Alberto G. Libertini
CRD#: 2703609
74 Lafayette Avenue, Suite 101, Suffern, NY 10901

Alberto Libertini (CRD# 2703609) is an Investment Advisor Representative working at L&l Partners Wealth Management, LLC in Suffern, NY and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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