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Dagan Alexander Lacorte

L&L PARTNERS WEALTH MANAGEMENT, LLC·SUFFERN, New York
SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record21 years registeredL&L PARTNERS WEALTH MANAGEMENT, LLC
74 LAFAYETTE AVENUE, SUITE 101, SUFFERN, NY 10901CRD# 4396486Firm CRD# 140077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dagan Alexander Lacorte · SUFFERN, NY
Registration
CRD #4396486 · L&L PARTNERS WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

L&L PARTNERS WEALTH MANAGEMENT, LLC
Apr 2006 – present
RAYMOND JAMES FINANCIAL SERVICES
Aug 2005 – Apr 2006
SUFFERN, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · August 5, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
L&L PARTNERS WEALTH MANAGEMENT, LLC
CRD 140077 · SEC 801-111661
AUM
$58M
Regulatory assets under management
Employees
2
155 client accounts
Services offered by L&L PARTNERS WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at L&L PARTNERS WEALTH MANAGEMENT, LLC →
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05

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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Alberto Giovanni Libertini
SUFFERN, NY

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