Fealty Group LLC

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.

Christian Miller is a financial advisor at Fealty Group LLC in Niagara Falls, NY, holding a Series 66 designation with six years of industry experience. His prior roles include positions at GWN Securities, Inc., Equitable Advisors, LLC, and A Plus Accounting. Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, using written Investment Policy Statements and regular portfolio monitoring. The firm manages a small client base with approximately $2.25 million in assets under management and incorporates crypto and digital asset exposure as part of its investment services.