Paramus, NJ Sunflower Avenue Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

32

Of 3,118 advisors across 855 offices

Location

11 Sunflower Avenue, Suite 2000

Paramus NJ 07652

Advisors at this office

32

Advisors at this office

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Michael M

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Michael Macieira is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include long-term positions with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance through the Roman Insurance Agency Inc., where he serves clients in personal and commercial lines. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory services and insurance sales.

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

Series 65, Series 63

Paramus, NJ

LPL Enterprise

Charlene Sasso is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, where she spent over a decade before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions 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 its integrated platform.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Michael Saccento is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. 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.

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

Series 66

Paramus, NJ

LPL Enterprise

Ahlam Maad is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she operates Phoenix Financial Group as a DBA for her LPL 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Louis Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various asset management and brokerage products through an integrated advisory and brokerage platform.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Avinoam Efraim is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. 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 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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Nour S

CFP®, Series 63

Paramus, NJ

LPL Enterprise

Nour Shurbaji is a CFP® with six years of industry experience, currently serving with LPL Enterprise. Their career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Shurbaji also maintains a long-term involvement with Bashar Hakim & Hakim Consulting LLC. 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 wealth 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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Alexander P

Series 66

Paramus, NJ

LPL Enterprise

Alexander Patunas is a financial advisor with LPL Enterprise based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before his financial advisory career, he held positions at Golf Galaxy and Campgaw Mountain Ski Area. 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, consulting, and access to model portfolios as well as third-party asset management, combining advisory programs with a range of financial products including insurance.

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

Series 66, Series 63

Paramus, NJ

LPL Enterprise

Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including New York Life Insurance Company, Eagle Strategies, Summit Financial, and Pruco Securities. Patel is also engaged in non-variable insurance advisory activities through Prudential Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by model portfolios and third-party management. The firm’s integrated platform combines advisory programs with financial product sales, including insurance, and offers discretionary and non-discretionary financial planning services.

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

Series 63, Series 66

Paramus, NJ

LPL Enterprise

Steven Dipaola is a financial advisor with LPL Enterprise in Paramus, NJ, holding the Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Humana, United Health Care, Aetna, and Northeast Securities. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and a broad range of brokerage and insurance products supported by a platform that integrates advisory services with insurance sales and lending programs.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Peter Mc Cormack is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes long tenures at Guardian Life from 1993 to 2020 and Prudential Insurance Company of America starting in 2020. He is based in Paramus, NJ. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and access to various financial products.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Robert Smith is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1999. Smith also operates a business entity for tax and investment purposes. 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 access to a wide range of brokerage and insurance products via its integrated platform.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, T3 Trading Group, LLC, New Asset, and Protrader Brazil. He also engages in sales of loan products and home security referrals through affiliates of PFS Investments Inc. and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a variety of brokerage and insurance products via an integrated platform combining adviser programs with active product sales.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Vito Uva is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. 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 wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Atul Shah is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 40 years of industry experience. His career includes over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. Shah has involvement in various property and casualty insurance brokerage activities across multiple firms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of investment and insurance products through its integrated platform.

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