Kingston, NY Morton Blvd 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

1099 Morton Blvd

Kingston NY 12401

Advisors at this office

5

Advisors at this office

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Salvatore B

CFP®, Series 63, Series 66

Kingston, NY

LPL Financial

Salvatore Bocchimuzzo is a CFP® with 35 years of industry experience. He is currently with LPL Financial, joining the firm in 2022, and has previously worked with CUNA Brokerage Services, Inc. and Cuna Mutual Group since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 66

Kingston, NY

LPL Financial

John Mack is a financial advisor at LPL Financial in Kingston, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Equitable Advisors, Mid-Hudson Valley Federal Credit Union, and a background in higher education and small business operations. 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 large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Corey H

Series 63, Series 65

Kingston, NY

LPL Financial

Corey Hudak is a financial advisor with LPL Financial in Kingston, NY, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior work experience includes roles at Mid-Hudson Hudson Valley FCU, CUNA Mutual, Frank Loughlin State Farm, Spectrum Communications, and Slices of Saugerties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

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

Series 66

Kingston, NY

LPL Financial

Daniel Mcdonough is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and concurrently has experience with CUNA Brokerage Services, Mid-Hudson Valley Federal Credit Union, and Mirabella's Restaurant since 2015. 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 investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, 529 account management, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

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

John C

Series 66

Kingston, NY

LPL Financial

John Cubito is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial. His prior experience includes nine years at Bank of America, N.A., and Merrill. He is also registered with the Mid-Hudson Valley Federal Credit Union. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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