Jonathan Lupo
Advisor at Fealty Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fealty Group LLC
Location
Niagara Falls, NY
Credentials
Series 63, Series 66
Industry experience
5 years
About
Jonathan Lupo is a financial advisor at Fealty Group LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M&T Bank, Equitable Advisors, and Merrill Lynch. Outside of finance, he was involved with Gigi's Cucina Povera from 2017 to 2019. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, managing a small client base with about $2.25 million in assets under management. The firm incorporates cryptocurrency exposure into its investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis for both long-term and short-term strategies.
Fee options
$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.75% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,001 - $20,000,000: 1.00% $20,000,001+: 0.75%
$150 per hour (negotiable)
Location
Niagara Falls, NY
Most active in
Jonathan L has reported serving >5 clients in these states in the last 12 months.
New York
Work history
Fealty Group LLC
2023 - Present (3 years)
M & T Bank
2022 - 2023 (1 year)
Equitable Advisors
2019 - 2022 (3 years)
Merrill Lynch, Pierce, Fenner & Smith Inc.
2017 - 2017 (1 year)
Gigi's Cucina Povera
2017 - 2019 (2 years)
AFlac
2016 - 2016 (1 year)
University At Buffalo
2016 - 2019 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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