Charles Colchamiro
Charles Colchamiro is a registered investment advisor at Joseph Gunnar & CO., LLC, based in Uniondale, NY, with 43 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joseph Gunnar & Co., LLC does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. Joseph Gunnar shares in the advisory fee you pay to the third-party money manager. The total advisory fee will not exceed 3% annually. The fee is negotiable.
Location
1000 Rxr Plaza, East Tower, Uniondale, NY, 11556
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2003Customer Dispute
March 1991Customer Dispute
February 1991Other Business Activities
Charles is a non-voting passive member and general partner of the JGUN Affiliated Buttonwood Funds since 2019. His duties are passive, requiring minimal time, but he has the potential to earn compensation.
Employment History
Current Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLC
Joseph Gunnar & CO. LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Advest, INC.Broker
Tucker Anthony IncorporatedBroker
Ladenburg, Thalmann & CO., INC.Broker
Dean Witter Reynolds INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.