Cobleskill, NY State Route 7 Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,663 advisors across 10,416 offices

Location

2457 State Route 7

Cobleskill NY 12043

Advisors at this office

2

Advisors at this office

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Sean M

Series 63

Cobleskill, NY

LPL Financial

Sean Mcallister is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. and his own firm, Leo T. McAllister Inc. Outside of financial advising, he coaches sports and fitness at Cobleskill Richmondville Central School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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Leo M

Series 63

Cobleskill, NY

LPL Financial

Leo Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 36 years and has run his own firm, Leo T. Mcallister Inc., since 1997. Outside of his advisory role, he is licensed as a non-variable insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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