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Dagan Alexander Lacorte

L&L PARTNERS WEALTH MANAGEMENT, LLC·SUFFERN, New York
Unclaimed Profile
74 LAFAYETTE AVENUE, SUITE 101, SUFFERN, NY 10901CRD# 4396486Firm CRD# 140077
01

About

Dagan Alexander Lacorte is a registered financial advisor based in SUFFERN, New York, affiliated with L&L PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
L&L PARTNERS WEALTH MANAGEMENT, LLC
L&L PARTNERS WEALTH MANAGEMENT, LLC
AUM
$58M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at L&L PARTNERS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4396486
Firm CRD# 140077
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dagan Alexander Lacorte offer?
Dagan Alexander Lacorte specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SUFFERN, New York for a consultation.
What are Dagan Alexander Lacorte's credentials?
Dagan Alexander Lacorte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dagan Alexander Lacorte located?
Dagan Alexander Lacorte is based in SUFFERN, New York, working with L&L PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the SUFFERN metropolitan area and surrounding communities.
How does Dagan Alexander Lacorte charge for services?
Dagan Alexander Lacorte's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L&L PARTNERS WEALTH MANAGEMENT, LLC?
L&L PARTNERS WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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