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Marissa C

Series 66

Brooklyn, NY

LPL Financial

Marissa Cosenza is a financial advisor with LPL Financial in Brooklyn, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cerity Partners, KPMG, and LCJ Associates. She is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew L

Series 63, Series 66

Brooklyn, NY

LPL Financial

Andrew Larocca is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at Rafferty Capital Markets, LLC for five years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John V

Series 63

Brooklyn, NY

LPL Financial

John Vorvolakos is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a member of ASR255 LLC, a real estate rental business in Brooklyn, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph C

Series 63

Brooklyn, NY

LPL Financial

Joseph Cosenza is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he is involved in managing and owning real estate in Brooklyn, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Anand D

Series 66

Brooklyn, NY

LPL Financial

Anand Dookie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with LPL Financial since 2016 and was previously associated with Fogel Neale Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel G

Series 63, Series 66

Brooklyn, NY

LPL Financial

Daniel Galluzzo is a financial advisor with LPL Financial in Brooklyn, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes positions at Morgan Stanley and Chase Investment Services. He is also involved with LCJ Associates, a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm serves individuals, retirement plans, banks, and other institutions, providing advice through a large network of investment adviser representatives using diverse strategies and technology-supported research.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Charles L

Series 63, Series 65

Brooklyn, NY

LPL Financial

Charles Larocca is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is involved in pension design consultation through Professional Pension Planners and manages LCJ Associates Inc., which sells fixed annuities and various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, advisory, and institutional services, employing both proprietary and third-party strategies across various asset classes, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Anthony C

Series 63, Series 65

Brooklyn, NY

LPL Financial

Anthony Cavalcante is a financial advisor with LPL Financial in Brooklyn, NY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Cetera Wealth Services, Avantax Advisory Services, and KPMG, along with running Cavalcante & Company LLC since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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