Joseph Alagna is a registered investment advisor at Joseph Gunnar & CO., LLC, based in Uniondale, NY, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joseph Gunnar & Co., LLC does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. Joseph Gunnar shares in the advisory fee you pay to the third-party money manager. The total advisory fee will not exceed 3% annually. The fee is negotiable.
Location
1000 Rxr Plaza, Uniondale, NY, 11556
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2023Customer Dispute
April 2020Customer Dispute
January 2013Customer Dispute
September 1997Other Business Activities
Joseph is the owner/manager of Buttonwood Group Advisors LLC, a venture fund advisor, dedicating about a quarter of his time to it. He is also involved in BG Blue Fin LLC, JGJO Development Co., LLC (an Arooga's franchisee), and JAG Unit 1 (lessee of an Arooga's franchise), and Bay Winds Group LLC, though these require minimal to no time.
Employment History
Current Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
Previous Registrations
First Asset Management, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.