Total Financial Advisors, LLC

Total Financial Advisors, LLC (CRD# 143998) is a financial advisory firm headquartered in Bethpage, NY. They manage $186,200,699 in 742 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    742
    ACCOUNTS
  • Average Account Value
    $250,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, CT, FL, MA, MD, NC, NE, NJ, NY, TX, VA

Financial Advisors at Total Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James J. Piangozza
CRD#: 2631630
24 Union Avenue, Bethpage, NY 11714
96
Wealthminder
score

James Piangozza (CRD# 2631630) is an Investment Advisor Representative working at Total Financial Advisors, LLC in Bethpage, NY and has over 21 years of experience in the finance industry. James Piangozza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph Piangozza
CRD#: 1310160
24 Union Avenue, Bethpage, NY 11714
96
Wealthminder
score

Joseph Piangozza (CRD# 1310160) is an Investment Advisor Representative working at Total Financial Advisors, LLC in Bethpage, NY and has over 32 years of experience in the finance industry.

3
Bryan C. Duffy
CRD#: 1449366
24 Union Avenue, Bethpage, NY 11714
93
Wealthminder
score

Bryan Duffy (CRD# 1449366) is an Investment Advisor Representative working at Total Financial Advisors, LLC in Bethpage, NY and has over 15 years of experience in the finance industry.

4
Patricia R. Vitale
CRD#: 4225807
24 Union Avenue, Bethpage, NY 11714
93
Wealthminder
score

Patricia Vitale (CRD# 4225807) is an Investment Advisor Representative working at Total Financial Advisors, LLC in Bethpage, NY and has over 16 years of experience in the finance industry.

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