Elmsford, NY Knollwood Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,430 offices

Location

45 Knollwood Rd Ste 101

Elmsford NY 10523

Advisors at this office

5

Advisors at this office

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Paul G

Series 66

Elmsford, NY

LPL Financial

Paul Goodfellow is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Pasquale P

Series 63, Series 65

Elmsford, NY

LPL Financial

Pasquale Palumbo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at New York Life Securities and Mass Mutual in various roles from 2013 to 2022. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Lynn B

Series 63, Series 65, Series 66

Elmsford, NY

LPL Financial

Lynn Braban is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Park Avenue Securities, INVEST Financial Corp., and Guardian Life Insurance Company. In addition to her advisory role, she is involved with Finding Common Ground, LLC, a family and divorce mediation and education service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research, model portfolios, and technology-driven tools.

College savings (529s, UTMA, etc.)
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Christopher C

Series 66

Elmsford, NY

LPL Financial

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial from 2015 to 2019. Outside of his advisory role, he has worked on a part-time basis in a non-investment related position at Precision Floor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar

James C

Series 63, Series 65

Elmsford, NY

LPL Financial

James Cirocco is a financial advisor with LPL Financial in Elmsford, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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