JOSEPH P. LUCIA & ASSOCIATES, LLC

YORKTOWN HEIGHTS, New York·1 registered advisor·CRD# 147625
SEC# 801-765400914-352-6600
01

Firm Overview

AUM
$310M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JOSEPH P. LUCIA & ASSOCIATES, LLC

1 registered advisor
Joseph Paul Lucia
YORKTOWN HEIGHTS, New York
05

Office Locations

YORKTOWN HEIGHTS, New York
1 advisor

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Data sourced from SEC Form ADV filings. JOSEPH P. LUCIA & ASSOCIATES, LLC (CRD# 147625) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.