Anthony Pagano
Investment adviser representative at Joseph P. Lucia & Associates, LLC
10 yearsExperience
1 stateRegistered in
$388MFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Joseph P. Lucia & Associates, LLCNov 2022 to now
- Purshe Kaplan Sterling InvestmentsNov 2022 to now
- Client One Securities, LLCNov 2016 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NY).
Joseph P. Lucia & Associates, LLC
$388MAssets managed
662Clients
3Advisers
14 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
- 4813177
- Firm CRD
- 147625