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Vincent C

Series 66

Saratoga Springs, NY

LPL Financial

Vincent Coscette is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at NBT Bank and PKS Investments. His background includes roles outside finance, such as positions at The Cheesecake Factory and Kohl's, and he was a full-time student at Siena College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Robert E

Series 63, Series 66

Saratoga Springs, NY

LPL Financial

Robert Ely is a financial advisor with LPL Financial based in Saratoga Springs, NY. He holds Series 63 and Series 66 credentials and has 13 years of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank, and State Farm VP Management Corp. Ely is also a notary affiliated with NBT Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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John K

Series 63, Series 65

Saratoga Springs, NY

LPL Financial

John Karadenes is a financial advisor with LPL Financial in Saratoga Springs, NY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He previously worked at Fleet Bank/Bank of America/US Trust for 19 years and is currently affiliated with NBT Capital Management, where he provides investment advisory services. Outside of finance, he has worked as a dog sitter since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

College savings (529s, UTMA, etc.)
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Robert B

Series 63

Saratoga Springs, NY

LPL Financial

Robert Bronk Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 2002. In addition to his advisory role, he is involved in non-variable insurance sales and marketing through NBT Insurance Agency and acts as an independent insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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