user avatar

Robert Eckermann

Advisor at LPL Financial

Updated today

Location

Canastota, NY 13032

Credentials

Series 63

Industry experience

32 years

About

Robert Eckermann is a financial advisor with LPL Financial in Camden, NY, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Community Bank, NA, INVEST Financial Corporation, Oneida Wealth Management, Inc., and Cadaret, Grant & Co., Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a broad platform that integrates various investment strategies and product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

104 S Peterboro St

Canastota, NY 13032

Most active in

New York

Work history

LPL Financial

2018 - Present (8 years)

Community Bank, NA

2016 - Present (10 years)

INVEST Financial Corporation

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Wealth management General retirement planning Income planning Annuities Passive / index investing
user avatar

Jessica C

Series 63, Series 66

Chittenango, NY

Champion, Jessica

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Christopher R

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sandhill Investment Management and Manning & Napier Advisors, LLC. He is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, plan sponsors, and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a combination of analytical approaches across various trading horizons and manages client accounts on an ongoing basis.

Wealth management Retirement income strategy Founder/Business Owner
user avatar

Antony D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Manning & Napier Advisors and Manning & Napier Benefits. Outside of advising, he is co-founder and CEO of Elite NIL, Inc., a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit connecting Syracuse University athletes with charities. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, offering discretionary portfolio management and retirement-plan advisory services. The firm employs a range of analytical approaches and manages client accounts with discretionary authority.

Wealth management Retirement income strategy Founder/Business Owner
user avatar

Andrew G

Series 66

Fayetteville, NY

Aldemar Research Corporation

Andrew Groat is a financial advisor at Aldemar Research Corporation with 21 years of industry experience. He holds a Series 66 designation and has been with Aldemar since 2015. Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, and quantitative methods to guide investment decisions in mutual funds, equities, fixed income, ETFs, and non-U.S. securities.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

David D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

David Dennett is a financial advisor at Solid Point Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Dennett is based in Queensbury, NY. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses. The firm provides discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services, utilizing a combination of charting, technical, fundamental, and cyclical analysis across various trading horizons.

Wealth management Retirement income strategy Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")