Horsham, PA Witmer Rd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,502 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

100 Witmer Rd Ste 140

Horsham PA 19044-2648

Advisors at this office

12

Advisors at this office

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Anthony P

Series 63, Series 65

Horsham, PA

LPL Financial

Anthony Pastor is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at National Planning Corporation, OneAmerica Securities, Cetera Wealth Services, and Principal Financial Services. Pastor has been with LPL Financial since 2017. 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, employing various investment strategies and tools, and supports a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

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 65

Horsham, PA

LPL Financial

Richard Disammartino Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations. Previously, he worked at Wells Fargo Clearing for eight years and Stifel for seven years. Outside of his advisory work, he is the owner of Maggie’s Farm Woodworks, a non-investment-related business. 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, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various model portfolios and customized strategies.

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

Series 66

Horsham, PA

LPL Financial

Anthony Mantellino is a financial advisor with LPL Financial in Horsham, PA, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at MML Investors Services and MassMutual among other firms. He also serves as a business manager for St Charles Borromeo Church and Our Lady of Guadalupe Church. 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 various financial planning and investment management solutions, leveraging a large network of advisors and technology tools.

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

CFP®, Series 63

Horsham, PA

LPL Financial

Patrick Knox is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 30 years at Lincoln Investment Planning, Inc. Knox is based in Horsham, PA. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and 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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Trevin P

Series 63, Series 65

Horsham, PA

LPL Financial

Trevin Panaia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, Hornor, Townsend & Kent, and Cetera Wealth Services. Outside of his advisory work, he conducts financial aid and tuition strategy seminars. 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, including financial planning and model portfolio programs, leveraging a broad platform of investment options and technological tools for operational and research support.

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

Series 63, Series 65

Horsham, PA

LPL Financial

Christopher Roberts is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial in 2024. Outside his advisory role, he is associated with CP Roberts & Associates, a business entity established for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, providing 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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Jacob P

Series 66

Horsham, PA

LPL Financial

Jacob Poulos is a Series 66-credentialed financial advisor with LPL Financial and has two years of industry experience. Prior to joining LPL Financial in 2022, he held roles at several firms including Shiftmed, The Judge Group, and Maxim Healthcare Group. In addition to his work in finance, Poulos is an author writing on topics such as equine health and men's jewelry. 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, and access to third-party asset managers, supported by a large network of investment adviser representatives and advanced 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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Steven B

Series 63, Series 65

Horsham, PA

LPL Financial

Steven Bragg is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and H. Beck, Inc. for 14 years. Outside of his advisory role, he is involved with Huebscher Consulting and a non-variable insurance business. 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 financial planning and portfolio management services, leveraging both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

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

Series 63, Series 65

Horsham, PA

LPL Financial

Louis Saltarelli Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 16 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing a broad 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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Joanne V

Series 66, Series 63

Horsham, PA

LPL Financial

Joanne Vasquez is a financial advisor with LPL Financial in Horsham, PA, holding Series 66 and Series 63 licenses and having 20 years of industry experience. She has been with LPL Financial since 2006. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supporting a variety of investment strategies.

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

Series 63, Series 65

Horsham, PA

LPL Financial

Nicholas Jr. Canuso is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Additionally, he is involved in a non-variable insurance brokerage on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

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

Series 63, Series 66

Horsham, PA

LPL Financial

Jennifer Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. Outside of her advisory role, she serves as a notary in Horsham, PA. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a broad range of investment strategies 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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