Glastonbury, CT Winding Brook Drive Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,430 offices

Location

455 Winding Brook Drive

Glastonbury CT 06033

Advisors at this office

7

Advisors at this office

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Michael C

Series 63, Series 66

Glastonbury, CT

LPL Financial

Michael Cosenza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Cosenza serves as a director of the Rotary Club of Worcester. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Steven K

Series 63, Series 65

Glastonbury, CT

LPL Financial

Steven Kesses is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2017, he spent 10 years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with model portfolios and research services.

College savings (529s, UTMA, etc.)
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David R

Series 66

Glastonbury, CT

LPL Financial

David Rogers Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Infinex Investments, Inc., and Naugatuck Savings Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Margaret S

Series 63, Series 65

Glastonbury, CT

LPL Financial

Margaret Seabrooke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2003. Additionally, she is a CPA with a tax preparation and accounting practice dating back to 1989 and holds a non-variable insurance agent license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services with access to diverse model portfolios and research, supporting both discretionary and non-discretionary management strategies.

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

Series 66

Glastonbury, CT

LPL Financial

Derek Mazzarella is a financial advisor with LPL Financial in Glastonbury, CT. He holds the Series 66 designation and has 16 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an author and a seminar speaker. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew A

CFP®, Series 63, Series 65

Glastonbury, CT

LPL Financial

Andrew Aubrey is a CFP® professional with 29 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 model portfolios, third-party research, and technologies such as machine learning.

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

CFP®, Series 63, Series 65

Glastonbury, CT

LPL Financial

Joseph Murphy is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at United Bank, Infinex Investments, Inc., and Key Investment Services LLC. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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