TOTAL FINANCIAL ADVISORS, LLC

BETHPAGE, New York·4 registered advisors·CRD# 143998
SEC# 801-679350516-579-2700
01

Firm Overview

AUM
$203M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOTAL FINANCIAL ADVISORS, LLC

4 registered advisors
Bryan Charles Duffy
BETHPAGE, New York
James Joseph Piangozza
BETHPAGE, New York
Joseph Piangozza
BETHPAGE, New York
Susan Lynn Piangozza
BETHPAGE, New York
05

Office Locations

BETHPAGE, New York
4 advisors

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Data sourced from SEC Form ADV filings. TOTAL FINANCIAL ADVISORS, LLC (CRD# 143998) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.