Anthony Nicohlas Coleman

Joseph Gunnar & CO., LLC

1 Year of Experience

Broker

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

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Joseph Gunnar & CO., LLC

March 2024 - Present · 1 yr 11 mos

Joseph Gunnar & CO. LLCBroker

January 2024 - Present · 2 yrs 1 mo

State Registrations15 states

AZCACODEFLGAILNCNJNYOHTNTXVAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.