Michael Wagner is a registered investment advisor at Joseph Gunnar & CO., LLC, based in Uniondale, NY, with 27 years of industry experience. Michael 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, East Tower, Uniondale, NY, 11556
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Regulatory History (7)
Customer Dispute
June 2021Customer Dispute
April 2013Customer Dispute
May 2006Customer Dispute
October 2004Customer Dispute
June 2003Customer Dispute
February 2001Customer Dispute
January 2001Other Business Activities
Michael is a general partner of Buttonwood Select Opportunities Management Associates LLC and a member of Buttonwood H1 Management Associates LLC as a non-voting passive member. He also manages a website developed managed account business through American Pride Wealth Management Group, spending a few hours per week. Finally, Michael owns Goal Setter LLC, spending minimal time on securities trading to pay office bills.
Employment History
Current Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
Previous Registrations
Joseph Gunnar & CO., LLC
Laidlaw & Company (UK) LTD.Broker
Sands Brothers & CO., LTD.Broker
Global Capital Securities CorporationBroker
Murphy & DurieuBroker
American Investment Services, INC.Broker
State Registrations43 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.