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James Joseph Piangozza

TOTAL FINANCIAL ADVISORS, LLC·BETHPAGE, New York
Clean recordTOTAL FINANCIAL ADVISORS, LLC
24 UNION AVENUE, BETHPAGE, NY 11714CRD# 2631630Firm CRD# 143998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Joseph Piangozza · BETHPAGE, NY
Registration
CRD #2631630 · TOTAL FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Joseph Piangozza is a registered financial advisor based in BETHPAGE, New York, affiliated with TOTAL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TOTAL FINANCIAL ADVISORS, LLC
TOTAL FINANCIAL ADVISORS, LLC
AUM
$203M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TOTAL FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2631630
Firm CRD# 143998
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Joseph Piangozza offer?
James Joseph Piangozza specializes in Financial Planning, Investment Management. Contact their office in BETHPAGE, New York for a consultation.
What are James Joseph Piangozza's credentials?
James Joseph Piangozza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Piangozza located?
James Joseph Piangozza is based in BETHPAGE, New York, working with TOTAL FINANCIAL ADVISORS, LLC. Their office serves clients in the BETHPAGE metropolitan area and surrounding communities.
How does James Joseph Piangozza charge for services?
James Joseph Piangozza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL FINANCIAL ADVISORS, LLC?
TOTAL FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL FINANCIAL ADVISORS, LLC

Joseph Piangozza
BETHPAGE, NY
Susan Lynn Piangozza
BETHPAGE, NY
Bryan Charles Duffy
BETHPAGE, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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