Bedminster, NJ 135 Us Highway 202/206 Suite 3 Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

70

Of 3,118 advisors across 855 offices

Location

135 Us Highway 202/206, Suite 3

Bedminster NJ 07921

Advisors at this office

70

Advisors at this office

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Marcel A

Series 63, Series 66

Bedminster, NJ

LPL Enterprise

Marcel Akende is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Bank of America, Merrill, Edward Jones, Lyft, and Uber. In addition to his advisory role, he is involved with Lyft as part of his outside business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform combining adviser programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Devan P

Series 66

Bedminster, NJ

LPL Enterprise

Devan Pipitone is a financial advisor at LPL Enterprise LLC with two years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Feldstein Financial Group and several other firms. Outside of his advisory role, he is involved in a non-variable insurance agency based in South River, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew F

Series 66

Bedminster, NJ

LPL Enterprise

Andrew Fuentes is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several other financial services firms. Outside of finance, he has experience working with Primitive Axe and Il Forno A Legna. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Tyler C

Series 66

Bedminster, NJ

LPL Enterprise

Tyler Christensen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and the University at Albany. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew M

Series 66

Bedminster, NJ

LPL Enterprise

Andrew Mc Hale is a Series 66 licensed financial advisor with LPL Enterprise, holding three years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Fedex and Edison Nissan as well as attending St. Johns University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines investment advice with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Lawrence F

Series 66, Series 63

Bedminster, NJ

LPL Enterprise

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at C.L. King & Associates, Inc. for nearly a decade before joining LPL Enterprise in 2026. His other business activities include involvement with non-variable insurance through a related insurance agency. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and a variety of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Sudeshna K

Series 66

Bedminster, NJ

LPL Enterprise

Sudeshna Kapoor is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew G

Series 66

Bedminster, NJ

LPL Enterprise

Matthew Goggin is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, his work history includes roles in automotive and ecommerce businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory programs with insurance products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brent M

Series 65, Series 63, Series 66

Bedminster, NJ

LPL Enterprise

Brent Mccollin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining LPL Enterprise, he worked for New Jersey Transit for 13 years and is also involved with ESS Education Management & Staffing Solution. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform supported by a network of investment adviser representatives.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Roberto T

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Roberto Ticzon is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ticzon has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Debra D

Series 65, Series 63

Bedminster, NJ

LPL Enterprise

Debra Downs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in the insurance sector through activities related to property, casualty, health, and disability insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated platform that combines advisory services with insurance and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brian M

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Brian Mckevitt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Prior to joining LPL Enterprise in 2026, he spent 16 years at Aegis Capital Corp. He is also involved in offering Medicare-related insurance products through multiple business activities in New Jersey and New York. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Adam K

Series 66

Bedminster, NJ

LPL Enterprise

Adam Kay is a financial advisor with LPL Enterprise in Bedminster, NJ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Pruco Securities and the Prudential Insurance Company of America. Outside of his advisory role, Kay serves as a volunteer member of the United States Coast Guard Auxiliary. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel P

Series 65, Series 63

Bedminster, NJ

LPL Enterprise

Daniel Pilone is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Pilone is also involved in health and property & casualty insurance sales. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dora M

Series 66

Bedminster, NJ

LPL Enterprise

Dora Maltez is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. She has worked with Prudential Insurance Company of America since 2014 and was previously with Pruco Securities, LLC. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, utilizing a platform that combines model portfolios, third-party asset management, and access to insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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