LeadIQ logo
Learn more at LeadIQ.com
Joseph P. Lucia & Associates LLC logo

Joseph P. Lucia & Associates LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Joseph P. Lucia & Associates, LLC is a small independent financial advisory practice based in Mahopac, New York. The firm operates without ties to a single provider, prioritizing decisions that align with clients' best interests. It starts each relationship by listening to clients' goals and needs and then designs a portfolio tailored to their unique circumstances, with accounts held at Charles Schwab Institutional for stability and service. The company serves individual investors seeking personalized, goal-driven financial guidance. By treating each client as unique, it aims to provide a fresh perspective rather than a one-size-fits-all solution.

Find Joseph P. Lucia & Associates LLC employees' phone numbers or email addresses

Joseph P. Lucia & Associates LLC Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Joseph P. Lucia & Associates LLC's Leadership

  • Stylized image of a person
    J. P. L.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Autónoma
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Financial Planning Specialist
    Phone icon
    Mobile Phone

Joseph P. Lucia & Associates LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Joseph P. Lucia & Associates LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P. L.
    President
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    L. P.
    Autónoma
    Phone icon
    Mobile Phone
    May 28, 2026
  • Stylized image of a person
    A. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    J. P.
    Client Service Specialist
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    R. S.
    Financial Planning Specialist
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Joseph P. Lucia & Associates LLC known for?

Minus sign iconPlus sign iconJoseph P. Lucia & Associates LLC operates in the Financial Services industry. The company's main headquarters is located in 888 Route Six Plaza Mahopac, New York 10541 United States; you can contact the main corporate office by phone at
+1-845-621-****
. Explore Joseph P. Lucia & Associates LLC's company overview page for more information.

What is Joseph P. Lucia & Associates LLC's most common email format?

Minus sign iconPlus sign iconJoseph P. Lucia & Associates LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Joseph P. Lucia & Associates LLC email formats with LeadIQ.

How many employees does Joseph P. Lucia & Associates LLC have currently?

Minus sign iconPlus sign iconJoseph P. Lucia & Associates LLC has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Joseph P. Lucia & Associates LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Joseph P. Lucia & Associates LLC's key employees include:

  • President: J. P. L.
  • Autónoma: L. P.
  • Financial Advisor: A. P.
  • Client Service Specialist: J. P.
  • Financial Advisor: J. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.