Farmingdale, NY Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

8

Of 3,120 advisors across 856 offices

Location

17 Conklin Street, 2nd Floor

Farmingdale NY 11735

Advisors at this office

8

Advisors at this office

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Kevin A

Series 66

Farmingdale, NY

LPL Enterprise

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and served in the United States Navy from 2013 to 2019. 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 brokerage and insurance products through its integrated platform.

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

Series 66

Farmingdale, NY

LPL Enterprise

John Donaldson is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and has a diverse background including roles at Binghamton University and other organizations. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products, supported by 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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Francesco A

Series 63

Farmingdale, NY

LPL Enterprise

Francesco Amodio is a financial advisor with LPL Enterprise, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also the owner of a business called Frankies Famous. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with sales of brokerage and insurance products.

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

Series 66

Farmingdale, NY

LPL Enterprise

Michael Hirson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Trading. Hirson is also involved with Legacy Advisors Financial Group, where he serves as an investment advisor and insurance agent. 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 a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 66

Farmingdale, NY

LPL Enterprise

Christopher Ferrara is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined LPL Enterprise in 2025 and has experience operating business ventures including ValidProducts. 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 model portfolios and third-party asset management through an integrated platform that also supports brokerage and insurance products.

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

Series 63

Farmingdale, NY

LPL Enterprise

Michael Pugliese is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Outside of his advisory work, Pugliese serves on the boards of several nonprofit organizations, including Help America Hear and the Massapequa Coast Little League. 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 brokerage and insurance products through an integrated platform.

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

Series 63

Farmingdale, NY

LPL Enterprise

Joseph Providenti is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 32 years of industry experience. His prior work includes 25 years at Metlife Securities Inc., followed by roles at Mass Mutual Investors Services and Massmutual Life Insurance Co. 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 model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

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

Series 66

Farmingdale, NY

LPL Enterprise

Dominick D'Andrea is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Adelphi University and Blue Ocean Wealth Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with a range of financial products, including insurance and lending solutions.

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