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Robert M

Series 63, Series 65

New York, NY

LPL Financial

Robert Melle is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His work history includes roles at Charles Schwab, BNY Mellon Securities Corporation, Citicorp Investment Services, and Chase Investment Services Corp. He is also involved with Peapack Private Bank & Trust and its affiliated investment services through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a broad 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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Lauren E

Series 66

New York, NY

LPL Financial

Lauren Ehrhardt is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Peapack Gladstone Bank, First Republic Bank, and First Republic Securities Company. Ehrhardt is also a commissioned notary in New York. 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, model portfolio programs, 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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