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Michael M

Series 66

Melville, NY

LPL Financial

Michael Madden is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 14 years before joining LPL Financial in 2021. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced 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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Robert M

ChFC®, Series 63, Series 65

Melville, NY

LPL Financial

Robert Madden is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 25 years with MassMutual Life Insurance Company and Mass Mutual Investors Services before joining LPL Financial in 2021. Madden is involved with The Sterling Wealth Management Group, LLC, an investment-related business serving his LPL clients. 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 and portfolio management services through a broad network of advisors and utilizes various models and technological tools to support investment strategies.

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

Series 63

Melville, NY

LPL Financial

Matthew Foley is a financial advisor with LPL Financial, holding a Series 63 license and bringing 11 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. He is involved with Business Bartitone Inc, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by extensive technology tools and a broad platform of investment options.

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