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Paul P

Series 63

Riverhead, NY

LPL Financial

Paul Pucilowski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Advisors, and FNB Long Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolios, and institutional platforms to a broad client base, including individuals and institutions. The firm supports advisors with a range of investment strategies and uses advanced operational tools while overseeing significant discretionary assets.

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