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Trystan Randazzo

Advisor at LPL Enterprise — Brooklyn, CT Vina Lane

Updated today

Credentials

Series 66

Experience

2 years

Location

Brooklyn, CT 06234

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,118

Across 855 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Trystan Randazzo is a Series 66 licensed financial advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has experience in educational roles at the University of Connecticut and Edwin O. Smith High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Brooklyn, CT Vina Lane

5 Vina Lane

Brooklyn CT 06234

Advisors at this office

2

Most active in

Connecticut

Work history

2 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Fort Mill, SC

The Prudential Insurance Company of America

2024 - 2024 • 1 year

Glastonbury, CT

Pruco Securities LLC

2024 - 2024 • 1 year

Glastonbury, CT

Stonehurst at Hampton Valley

2021 - 2024 • 3 years

Hampton, CT

University of Connecticut

2020 - 2024 • 4 years

Storrs, CT

Edwin O. Smith High school

2016 - 2020 • 4 years

Storrs, CT

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

Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Active portfolio management
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Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a CFP® professional with 25 years of industry experience. He is currently with FCIG Wealth Management, LLC and has held prior roles at Commonwealth Financial Network and his own firm, Massucci & Associates, LLC, which he continues to own and operates as a business consulting entity. He also serves as a trustee and executor in a non-investment capacity. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities by providing wealth management that integrates discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and risk tolerances.

Private / alternative investments Tax-loss harvesting Annuities
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Daniel M

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a financial advisor at FCIG Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for one year and previously worked in various roles including positions at Isoplexis and ownership of Massucci & Associates, LLC since 2010. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning through a combination of sub-advisors and third-party platforms. The firm tailors investment programs to client objectives and conducts regular account reviews while providing integrated insurance and tax services.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Matthew S

CFP®

Sterling, CT

Axis Wealth Partners, LLC

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Daniel D

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with experience at Massucci & Associates, LLC, Marcum Wealth, LLC, and PwC. He holds a Series 65 designation and has been in the financial industry since 2019. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities, providing wealth management through discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs according to clients’ objectives, risk tolerances, and time horizons.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Ryan B

Series 63, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FCIG Wealth Management in 2024, he worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of advisory services, he is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers wealth management with discretionary asset management and financial planning, utilizing sub-advisors and a third-party platform to manage a range of assets tailored to clients’ objectives and risk tolerances.

Private / alternative investments Tax-loss harvesting Annuities
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