York, PA Office

Team
Updated today

Client AUM

$511,388,046

Clients

941

Advisors

4

Of 33 advisors across 22 offices

Location

1938 Security Drive

York PA 17402

Advisors at this office

4

Advisors at this office

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Arthur G

CFP®, Series 63, Series 65

York, PA

Lombard Advisers Incorporated

Arthur Gallo is a CFP® professional with seven years of industry experience, currently serving at Lombard Advisers Incorporated. His career includes roles at Lombard Securities Incorporated and NYLIFE Securities LLC, as well as New York Life Insurance Co. Outside of advisory work, he is involved with Corto Financial Group, where he focuses primarily on insurance sales and also participates in a partnership that refers clients for student loan refinancing. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, with an operational emphasis on non-discretionary accounts.

College savings (529s, UTMA, etc.)
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Lyndsey M

Series 65, Series 63

York, PA

Lombard Advisers Incorporated

Lyndsey Michelsen is a financial advisor at Lombard Advisers Incorporated in York, PA, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm employs a range of analytical methods to construct portfolios and offers both discretionary and non-discretionary solutions, managing approximately $670 million in assets.

College savings (529s, UTMA, etc.)
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Frank C

Series 63, Series 65

York, PA

Lombard Advisers Incorporated

Frank Corto is a financial advisor with Lombard Advisers Incorporated in York, PA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Lombard Securities Incorporated since 2017 and previously worked at IFS Securities. Outside of his advisory role, he is the managing partner of Corto Financial Group, which serves physicians by providing disability and life insurance products, and he owns a financial interest in the Central Pennsylvania Lacrosse Club. Lombard Advisers provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team approach. The firm offers both discretionary and non-discretionary portfolio management solutions, employing various analytical methods and managing approximately $670 million in assets under management as of 2025.

College savings (529s, UTMA, etc.)
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Stephen P

Series 65, Series 63

York, PA

Lombard Advisers Incorporated

Stephen Prindle is a financial advisor at Lombard Advisers Incorporated with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lombard Advisers and its affiliated entity, Lombard Securities, since 2017. Prior to that, he worked at Ifs for one year. Outside of his advisory role, Prindle is involved with Corto Financial, where he serves as an agent offering insurance products, and participates in a referral partnership with Splash Financial to assist clients with medical student loan refinancing. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and manages approximately $670 million in assets, with a notable focus on non-discretionary accounts.

College savings (529s, UTMA, etc.)
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