Anthony Lagiglia is a CFP-designated registered investment advisor at J.J. Burns & Company, based in Melville, NY, with 29 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 583 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
225 Broadhollow Road, Suite 410, Melville, NY, 11747
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is an insurance agent selling life, disability, and long-term care insurance with various companies since 2019, dedicating minimal time to this activity. He also owns 2.232 JJB, LLC, an insurance sales business, and spends minimal time on insurance analysis and recommendations.
Employment History
Current Registrations
J.J. Burns & Company
Previous Registrations
Cetera Advisor Networks LLCBroker
North Ridge Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.