Lepore Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lepore Financial Services LLC provides portfolio management and financial planning services primarily to individual clients, using customary asset‑based advisory fee arrangements. The firm reports managing roughly $2.9 million on behalf of about a dozen clients and maintains a public website for client information and communications.
The firm’s advisory work centers on individualized portfolio oversight and ongoing account management for household clients, with fees tied to assets under management. In addition to advisory services, the firm is also registered as a representative of a broker‑dealer, which enables it to effect brokerage transactions alongside its advisory activities and is disclosed in its regulatory filings.
This combination of advisory and broker‑dealer representation is uncommon among independent advisers and may affect trade execution and conflict disclosures compared with typical peers. Given its modest asset base and small client roster, clients should expect direct engagement and firm‑specific disclosures regarding the interaction between its advisory and brokerage roles.
Client services
Fee options
Main office
2415 Riverside Terrace
Manasquan NJ 08736
Advisors at this office
2
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Frank L
Series 65
Manasquan, NJ
Lepore Financial Services LLC
Frank Lepore is a financial advisor at Lepore Financial Services LLC in Manasquan, NJ, holding a Series 65 designation with 14 years of industry experience. He has been active in the financial sector since 1994. Lepore Financial Services LLC provides portfolio management and financial planning primarily to individual clients, managing approximately $2.9 million across about a dozen accounts. The firm focuses on individualized portfolio oversight and ongoing account management with asset-based fees.
Robert L
CFP®, Series 63
Manasquan, NJ
Lepore Financial Services LLC
Robert Lepore is a CFP® with 15 years of industry experience, operating Lepore Financial Services LLC in Manasquan, NJ. He has been associated with Ridgeway & Conger, Inc. since 2010. Lepore Financial Services LLC provides portfolio management and financial planning services primarily to individual clients, focusing on individualized portfolio oversight and ongoing account management with fees tied to assets under management. The firm combines advisory services with broker-dealer representation, a structure that is uncommon among independent advisers.
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