White Plains, NY Hamilton Ave Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

29

Of 3,118 advisors across 855 offices

Location

360 Hamilton Ave, 9th Floor

White Plains NY 10601

Advisors at this office

29

Advisors at this office

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Danny D

Series 63, Series 65

White Plains, NY

LPL Enterprise

Danny Dable is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, JP Morgan Chase, and Hudson Bay Capital. 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, 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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Gary T

Series 63, Series 65

White Plains, NY

LPL Enterprise

Gary Troy is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. 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 that combines advisory services with active sales of financial products.

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

Series 66

White Plains, NY

LPL Enterprise

Terry Webb is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Ameriprise Financial Services, Inc. for 13 years and briefly at Onyx Bridge Wealth Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers a comprehensive platform combining financial planning, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

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

Series 63, Series 65

White Plains, NY

LPL Enterprise

Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. He is also involved in a Prudential-sponsored non-variable insurance business related to investment activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and insurance products through an integrated platform, utilizing model portfolios and third-party asset managers for investment advice and discretionary account management.

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

Series 63

White Plains, NY

LPL Enterprise

Annamarie Lewis is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds a Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she teaches personal training and development courses for Landmark Worldwide and serves as a poll inspector for the Columbia County Board of Elections. 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 that combines advisory services with active sales of other financial products.

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

Series 63, Series 65

White Plains, NY

LPL Enterprise

Charles Taylor is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and DAVID LERNER ASSOCIATES INC. Taylor has an ownership interest in a short-term rental business in Southern Vermont. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, consulting, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

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

Series 63, Series 65

White Plains, NY

LPL Enterprise

Anthony Mastronicola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has spent over three decades at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. In addition to his advisory role, Mastronicola sells home and auto insurance through several property and casualty insurance providers. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, model portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

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

Series 63

White Plains, NY

LPL Enterprise

Anthony Pauline is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an NFL Draft analyst and author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.

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

Series 63, Series 66

White Plains, NY

LPL Enterprise

David Carraturo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Citigroup, Prudential Insurance Company of America, Pruco Securities, LLC, and IRC Securities LLC. Outside of advising, he is involved in creative pursuits as an author, artist, musician, and background actor, and is a business owner of Bucket Hat Media, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm combines advisor programs with sales of financial products and participates in lending programs while working with third-party asset managers and trust custodians.

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

Series 63, Series 65

White Plains, NY

LPL Enterprise

Steven Kalt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with Oberman Companies in a property and casualty-related business. 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 programs through both advisory and brokerage channels.

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

Series 66

White Plains, NY

LPL Enterprise

Aidan Dervisevic is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work at Think Mortgage, a restaurant, and various educational positions. 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, third-party asset management, and access to a broad range of financial products supported by an integrated platform.

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

CFP®, Series 63, Series 65

White Plains, NY

LPL Enterprise

Javier Lugo is a CFP® professional with 17 years of experience in the financial services industry. He currently works at LPL Enterprise and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. Lugo also serves as a financial planner on a team at Pesce Financial, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio 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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Frank V

Series 66, Series 63

White Plains, NY

LPL Enterprise

Frank Vella is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bay Crest Partners LLC and Chimera Securities. In addition to his advisory role, Frank is involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset managers, and insurance products through an integrated platform.

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

Series 66, Series 63

White Plains, NY

LPL Enterprise

John Davis is a financial professional at LPL Enterprise with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at State Farm, National Securities Corp, New York Life, and G4S. His other business activities include working as a non-variable insurance professional through an affiliated insurance agency. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to 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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Thomas D

Series 66

White Plains, NY

LPL Enterprise

Thomas Dooney is a financial advisor at LPL Enterprise with a Series 66 designation and 10 years of industry experience. He has previously worked at firms including Oppenheimer, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equitable Advisors, Axa Advisors, and Morgan Stanley. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other 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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