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Anthony Lagiglia

Anthony Lagiglia

J.J. BURNS & COMPANY
Melville, NY 11747
Some features on this profile are disabled
CRD#: 2518563
Anthony Lagiglia

Professional summary

Anthony Lagiglia, CFP® is a registered financial advisor currently at J.J. BURNS & COMPANY located in Melville, New York.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/4/19 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND LONG-TERM CARE 2.232 JJB, LLC, insurance sales in Melville, NY; Title: Owner; Start: 08/2017; Duties: Insurance analysis and recommendations; Time: Appx 4 hrs/month during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lagiglia's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

August 25, 2021 - Present

J.J. BURNS & COMPANY

Office #1: 225 Broadhollow Road Suite 410, Melville, NY 11747
RIA
CRD#: 140452
Melville, NY
Past

February 1, 2019 - March 25, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MELVILLE, NY
Past

August 12, 1996 - February 1, 2019

NORTH RIDGE SECURITIES CORP.

BD
CRD#: 27098
MELVILLE, NY
Past

September 21, 1994 - August 9, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 21, 1994 - August 9, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JB
J.J. BURNS & COMPANY
J.J. BURNS & COMPANY | JAMES J. BURNS & COMPANY, LLC

CRD#: 140452 / SEC#: 801-66736

RIA
Registered Investment Advisory firm - (5/15/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(8/25/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 9/30/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1994
General Securities Representative Examination

Current Firm

JB
J.J. BURNS & COMPANY
J.J. BURNS & COMPANY | JAMES J. BURNS & COMPANY, LLC

CRD#: 140452 / SEC#: 801-66736

RIA
Registered Investment Advisory firm - (5/15/2006 Approved)
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Contact information

Main Address
225 Broadhollow Road Suite 410, Melville, NY 11747
Mailing Address
Phone number
(631) 390-0500
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

J.J. BURNS & COMPANY AMENDED FORM ADV, PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts2,064
AUM (Assets Under Management)$ 1,069,875,158

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

J.J. BURNS & COMPANY

CRD#: 140452Melville, NY 11747

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