TOTAL FINANCIAL ADVISORS, LLC

BETHPAGE, New York·3 registered advisors·CRD# 143998
SEC# 801-679350516-579-2700
01

Firm Overview

AUM
$203M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
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

3 registered advisors
Bryan Charles Duffy
BETHPAGE, New York
James Joseph Piangozza
BETHPAGE, New York
CFPCFA
Joseph Piangozza
BETHPAGE, New York
05

Office Locations

BETHPAGE, New York
3 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.