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Scott R
Series 63, Series 66
East Rochester, NY
LPL Financial
Scott Ricci is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. In addition to his advisory work, he operates GSR & Associates, Inc., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Sean O
Series 65, Series 63
East Rochester, NY
LPL Financial
Sean O'Brien is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at William J. Head, CPA, PLLC and has background in accounting and tax preparation through other roles including Roberts Accounting, CPAs, P.C. Outside of advising, he has been involved with the Cure Childhood Cancer Association. LPL Financial is a national firm serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs and services including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.
Peter Z
Series 63, Series 65
East Rochester, NY
LPL Financial
Peter Zedick is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved with Zedick Properties LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and utilizes both discretionary and non-discretionary management approaches.
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