Charles Steven Colchamiro

Joseph Gunnar & CO., LLC

43 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Joseph Gunnar & CO., LLC

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

53 clients

Average Client Portfolio

$641K average

Assets Under Management

$34.0M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

1000 Rxr Plaza, East Tower, Uniondale, NY, 11556

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2003

Denied

Customer Dispute

March 1991

Award / Judgment

Customer Dispute

February 1991

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Charles is a non-voting passive member and general partner of the JGUN Affiliated Buttonwood Funds since 2019. His duties are passive, requiring minimal time, but he has the potential to earn compensation.