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Nathaniel M

Series 66

Port Jefferson, NY

LPL Financial

Nathaniel Mccabe is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. He has worked at various firms, including Prudential Insurance Company of America and Big Think Capital, and has experience in both advisory and other business roles. His outside activities include involvement with Suffolk Federal Credit Union. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, and utilizes both discretionary and non-discretionary management supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Mark F

Series 63, Series 65, Series 66

Port Jefferson, NY

LPL Financial

Mark Filiberto is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 39 years of industry experience. He has worked at LPL Financial since 2019 and has been involved with Suffolk Federal Credit Union since 2013, including a role at Cuna Brokerage Services from 2013 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and manages both discretionary and non-discretionary portfolios.

College savings (529s, UTMA, etc.)
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