Dagan Alexander Lacorte
Investment adviser representative at L&l Partners Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$81.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- L&l Partners Wealth Management, LLCSep 2026 to now
- L&l Wealth Management Partners, LLCMar 2006 to now
- Purshe Kaplan Sterling InvestmentsJan 2012 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
L&l Partners Wealth Management, LLC
$81.8MAssets managed
77Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4396486
- Firm CRD
- 140077