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Joseph Piangozza

TOTAL FINANCIAL ADVISORS, LLC·BETHPAGE, New York
Series 7, Series 24, Series 63Clean record15 years registeredTOTAL FINANCIAL ADVISORS, LLC
24 UNION AVENUE, BETHPAGE, NY 11714CRD# 1310160Firm CRD# 143998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Piangozza · BETHPAGE, NY
Registration
CRD #1310160 · TOTAL FINANCIAL ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: TOTAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
May 2019 – Apr 2026
BETHPAGE, NY
TOTAL FINANCIAL ADVISORS, LLC
Jan 2011 – May 2019
BETHPAGE, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · January 11, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOTAL FINANCIAL ADVISORS, LLC
CRD 143998 · SEC 801-67935
AUM
$203M
Regulatory assets under management
Employees
8
781 client accounts
Services offered by TOTAL FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOTAL FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Joseph Piangozza offer?
Joseph Piangozza specializes in Financial Planning, Investment Management.
What are Joseph Piangozza's credentials?
Joseph Piangozza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Piangozza located?
Joseph Piangozza is based in BETHPAGE, New York, last registered with TOTAL FINANCIAL ADVISORS, LLC.
How does Joseph Piangozza charge for services?
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

Bryan Charles Duffy
BETHPAGE, NY
James Joseph Piangozza
BETHPAGE, NY
CFPCFA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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