Fairfield, NJ Us Highway 46 Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

271 Us Highway 46, Bldg F104

Fairfield NJ 07004

Advisors at this office

16

Advisors at this office

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Anthony F

Series 66

Fairfield, NJ

LPL Financial

Anthony Fresella is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL in 2025, he worked at OSAIC, American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., Equitable Advisors, AXA Advisors, LLC., Koster Capital, and The Medicines Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jaret M

Series 66

Fairfield, NJ

LPL Financial

Jaret Mittenthal is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including American Portfolios Financial Services LLC and Equitable Advisors. Mittenthal has experience in non-variable insurance sales as reported in his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive resources and technology across a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey M

Series 63, Series 65

Fairfield, NJ

LPL Financial

Jeffrey Miller is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of advisory work, he is a notary for the State of New Jersey and is involved in insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert K

Series 66

Fairfield, NJ

LPL Financial

Robert Kelley is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at OSAIC, American Portfolios Financial Services, Inc., Equitable Advisors, AXA Advisors, LLC., and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel G

Series 66

Fairfield, NJ

LPL Financial

Daniel Greenwood is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at OSAIC, American Portfolios Financial Services, and Equitable Advisors. Greenwood has also worked in education and corporate roles prior to his financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael P

CFP®, Series 66

Fairfield, NJ

LPL Financial

Michael Petracca is a CFP® with 18 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. Petracca is also a commissioned notary in Fairfield, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, access to model portfolios and third-party asset managers, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard D

Series 63, Series 66

Fairfield, NJ

LPL Financial

Richard Ditaranto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at LPL Financial since 2025 and has a long career including roles at Northern Advisory Group and SII Investments, Inc. Outside of advising, he owns a billboard rental business through JS Custom Construction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Griffin D

Series 66

Fairfield, NJ

LPL Financial

Griffin Durand is a financial advisor with LPL Financial based in Fairfield, NJ, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Equitable Advisors, American Portfolios Financial Services, and Gilman Ciocia / National Securities Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Johannes D

Series 65, Series 66

Fairfield, NJ

LPL Financial

Johannes De Waal is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Mountain Creek, DCI Inc, and Stevens Institute of Technology. He is also involved with HJP Financial Group LLC, a business related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph R

Series 66

Fairfield, NJ

LPL Financial

Joseph Rass is an adviser with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at Northern Advisory Group and New Jersey Institute of Technology, as well as positions in education at multiple schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian D

Series 65, Series 63

Fairfield, NJ

LPL Financial

Brian Dibrino is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 29 years of industry experience. His prior work history includes roles at OSAIC, American Portfolios Financial Services, First Allied Advisory Services, SII Investments, Oppenheimer, and Morgan Stanley. Outside of advisory services, he is involved in insurance sales related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of customized and model-based strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Damien D

Series 66

Fairfield, NJ

LPL Financial

Damien Di Taranto is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at Northern Advisory Group, UBS, and involvement with the University of Miami. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Constantino D

Series 66

Fairfield, NJ

LPL Financial

Constantino Di Taranto is a financial advisor with LPL Financial holding a Series 66 designation. He has worked at LPL Financial and Northern Advisory Group since 2026 and has prior experience in the homebuilding industry and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Armando G

Fairfield, NJ

LPL Financial

Armando Garofalo is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and has maintained his own financial services business, MKN Financial Services, for 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Emmanuel S

Series 66

Fairfield, NJ

LPL Financial

Emmanuel Suvino is a financial advisor at LPL Financial based in Fairfield, NJ. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining LPL, his experience includes various roles at Lynn University, as well as positions in education and service industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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