Jericho, NY One Jericho Plaza Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,430 offices

Location

One Jericho Plaza

Jericho NY 11753

Advisors at this office

2

Advisors at this office

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Catherine B

Series 63, Series 66

Jericho, NY

LPL Financial

Catherine Boyle is a financial advisor with LPL Financial in Jericho, NY. She holds the Series 63 and Series 66 designations and has 27 years of industry experience. Her previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Wells Fargo Securities LLC. Outside of her advisory work, she serves as an administrator acting in a fiduciary capacity. 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, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources to support both discretionary and non-discretionary management.

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

Series 63, Series 65, Series 66

Jericho, NY

LPL Financial

Thomas Asta is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 30 years of industry experience. His career includes roles at Webster Bank, Sterling National Bank, Investors Bank, Cetera, Alliant Retirement Consulting, and Signature Securities Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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