Melville, NY 445 Broadhollow Rd. Office

Team
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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

445 Broadhollow Rd. Ste 120

Melville NY 11747

Advisors at this office

13

Advisors at this office

user avatar

Joseph R

Series 63, Series 66

Melville, NY

LPL Financial

Joseph Rivello is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Edward Jones, Bank of America, Merrill, and Prospect Financial Services LLC. Outside of his advisory role, he has been involved with Learn With All, Inc. in a prior capacity. 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 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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Steven D

CFA®, Series 63, Series 65

Melville, NY

LPL Financial

Steven Dombrower is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at American Portfolios Financial Services Inc., ACLI, Inc. d/b/a Anago of Long Island, Ascensus Broker Dealer Services, Inc., and OFI Private Investments Inc. He is involved in managing a vacation rental business in Sunny Isles Beach, FL. 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 and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs.

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

Series 63

Melville, NY

LPL Financial

Inderpal Anand is a financial advisor at LPL Financial with 29 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Anand operates advisory businesses under the names Anand Wealth Management and Anand & Associates. 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 financial planning and portfolio management services, combining strategic, tactical, and alternative investment options supported by research tools and institutional partnerships.

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

Series 63, Series 65

Melville, NY

LPL Financial

Peter Scelfo is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. He has been with LPL Financial since 2013. 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 institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of advisors and 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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John L

Series 63

Melville, NY

LPL Financial

John Lucadamo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years with Invest Financial Corporation. 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, managed portfolio programs, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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

Series 66

Melville, NY

LPL Financial

Henry Cho is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and three years of industry experience. He previously worked at IHT Wealth Management and PRB Wealth Management. Outside of advisory duties, he is a commissioned notary. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by a large network of advisors 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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Michael H

Series 63

Melville, NY

LPL Financial

Michael Hordy is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides 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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Albert A

ChFC®

Melville, NY

LPL Financial

Albert Althaus is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and has worked at LPL Financial since 2018. Prior to that, he spent 13 years at Invest Financial Corporation and has been president of Creative Professional & Executive Planning Corp., an investment and insurance agency, since 1975. 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 and investment management through diverse strategies and utilizes advanced advisor support tools alongside a broad range 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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Lois G

Series 63

Melville, NY

LPL Financial

Lois Goldstein is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 37 years of industry experience. She has worked at LPL Financial since 2018 and previously spent 13 years at Invest Financial Corporation. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and the oversight of substantial 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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Paul A

Series 63, Series 65

Melville, NY

LPL Financial

Paul Adamo is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at American Portfolios Advisors, Equity Services, and National Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive 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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Vincent P

Series 63

Melville, NY

LPL Financial

Vincent Petrosini Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at INVEST Financial Corp. for 13 years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting as a business owner and has experience as an actor and producer since 2004. 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, supported by advanced research tools and a broad platform of related 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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Charles M

Series 63

Melville, NY

LPL Financial

Charles Mazziotti is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Invest Financial Corporation for 13 years. Outside of his advisory role, he is a joint owner of LCM Marketing Corp, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers 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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Christopher D

Series 66

Melville, NY

LPL Financial

Christopher Devincentis is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked with Morgan Stanley Private Bank, N.A., Bank of America N.A., and Merrill. 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, 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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