DL
Dagan A. Lacorte
L&L PARTNERS WEALTH MANAGEMENT
Suffern, NY 10901
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CRD#: 4396486
DL
Professional summary
Dagan Alexander Lacorte is a registered financial advisor currently at L&L PARTNERS WEALTH MANAGEMENT, LLC located in Suffern, New York.
Dagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dagan has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 31 and Series 24 exams.
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) FRIENDS OF JCC KRAKOW, 74 lafayette, suite 101 suffern ny 10901. NOT INVESTMENT RELATED, TREASURER OF CHARITABLE ORGANIZATION. 5/2014-PRESENT, 10 HRS/MONTH, 5 DURING TRADING. RESPONSIBLE FOR REPORTING ON FINANCES, FUNDRAISING, AND COORDINATION.
2) TRUSTEE FOR DAVID PHILIP MARANTZ TRUST, 222 YAMATO RD, SUITE 106-161, BOCA RATON, FL 33431. 12/2012-PRESENT, 60 HRS/MONTH, 30 HRS/MONTH DURING TRADING. RESPONSIBLE FOR MANAGEMENT OF TRUST BUSINESS.
3) lawyer
4) real estate broker
CRS (Client Relationship Summary) - RIA
Click below to view Dagan Alexander Lacorte's 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®
NoneExperience
Current
April 19, 2006 - Present
L&L PARTNERS WEALTH MANAGEMENT, LLC
Office #1: 74 Lafayette Avenue, Suite 101, Suffern, NY 10901RIA
CRD#: 140077
Suffern, NY
Past
February 29, 2012 - January 2, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
SUFFERN, NY
Past
August 5, 2005 - April 27, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
SUFFERN, NY
Past
May 24, 2001 - April 27, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SUFFERN, NY
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".
LP
L&L PARTNERS WEALTH MANAGEMENT, LLC
L&L PARTNERS WEALTH MANAGEMENT, LLC | L&L PARTNERS, LLC
CRD#: 140077 / SEC#: 801-111661
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)New Jersey
Registered Investment Advisory firm - (8/23/2018 Terminated)New York
Registered Investment Advisory firm - (9/14/2017 Terminated)Texas
Registered Investment Advisory firm - (9/14/2017 Terminated)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 Jersey(4/19/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
LP
L&L PARTNERS WEALTH MANAGEMENT, LLC
L&L PARTNERS WEALTH MANAGEMENT, LLC | L&L PARTNERS, LLC
CRD#: 140077 / SEC#: 801-111661
RIA
Registered Investment Advisory firm - (9/8/2017 Approved)New Jersey
Registered Investment Advisory firm - (8/23/2018 Terminated)New York
Registered Investment Advisory firm - (9/14/2017 Terminated)Texas
Registered Investment Advisory firm - (9/14/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
74 Lafayette Avenue, Suite 101, Suffern, NY 10901
Mailing Address
Phone number
(845) 368-1103
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 153 |
| AUM (Assets Under Management) | $ 70,475,833 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
