Holmdel, NJ Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

55

Of 3,105 advisors across 853 offices

Location

101 Crawfords Corner Rd, Suite 2409

Holmdel NJ 07733

Advisors at this office

55

Advisors at this office

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Christopher P

Series 63, Series 66

Holmdel, NJ

LPL Enterprise

Christopher Pellegrini is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes long tenures at Prudential Investment Management Services LLC and Prudential Investments, as well as roles at Edward Jones and Square One Credit Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, 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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Christopher S

Series 65, Series 63

Holmdel, NJ

LPL Enterprise

Christopher Sclafani is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. He also offers Medicare Part C and supplement plans through United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

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

Series 63, Series 66, Series 65

Holmdel, NJ

LPL Enterprise

Madelaine Brooks is a financial advisor with LPL Enterprise and holds the Series 63, Series 66, and Series 65 designations. She has 23 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Brooks is based in Holmdel, New Jersey. 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, consulting, model wealth portfolios, and access to third-party asset management, combining adviser programs with the sale of various financial products and integrated lending services.

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

CFP®, Series 63

Holmdel, NJ

LPL Enterprise

Christopher Grella is a CFP® professional with over 31 years of industry experience. He is currently with LPL Enterprise, where he has worked since 2026. Prior to this, he spent six years at Ameriprise Financial Services, LLC, and four years at Ameriprise Financial Services, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

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

Series 66

Holmdel, NJ

LPL Enterprise

Daniel Krause is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he operates a business under the name Daniel Krause Design. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by its integrated platform.

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

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Zhe Ding is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. He is also involved in non-variable insurance marketing through Ritter Insurance Marketing and a Prudential-sponsored insurance agency. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

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

Series 65, Series 63

Holmdel, NJ

LPL Enterprise

Donato Devito is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He worked at BNP Paribas Securities Corp. for 18 years before joining LPL Enterprise in 2025. LPL Enterprise serves a diverse client base, including individuals, high-net-worth clients, retirement plans, charitable organizations, 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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Christopher G

Series 65, Series 63

Holmdel, NJ

LPL Enterprise

Christopher Graney is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and 11 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential-affiliated firms. In addition to his advisory role, he is a financial professional at Garden State Financial Agency, focusing on insurance and investment sales and service. 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 programs through an integrated platform combining advisory programs with insurance and lending solutions.

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

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Bryan Blutstein is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC from 2009 to 2024 and has operated Blutstein Insurance and Financial Services since 2010. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolios, and access to brokerage and insurance products through an integrated platform.

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

Series 66

Holmdel, NJ

LPL Enterprise

Devon O'Brien is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in hospitality and food service as a lead server and assistant manager at Villaggio Iccara, a position he has held since 2015. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

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

Series 66

Holmdel, NJ

LPL Enterprise

Joseph Benton is a financial advisor at LPL Enterprise with a Series 66 credential and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Benton is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset managers, and insurance products.

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

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Philip Livoti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also refers clients to a full-time realtor in real estate transactions and works as a sales agent for property and casualty insurance at Prudential. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Bahaa Botros is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Prudential Insurance Company of America since 1991 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, 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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David O

Series 66

Holmdel, NJ

LPL Enterprise

David O'Neill is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Outside of his advisory role, he is involved in managing a family-owned commercial real estate business. 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, consulting, and access to model portfolio programs, combining advisory services with the sale of insurance and other financial products via an integrated platform.

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

Series 65, Series 63, Series 66

Holmdel, NJ

LPL Enterprise

Withle Primus is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 credentials. His prior experience includes roles at Penn Mutual and WFG/Transamerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through investment adviser representatives using LPL’s integrated platform.

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