Orchard Park, NY New Taylor Road Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
6470 New Taylor Road
Orchard Park NY 14127
Advisors at this office
4
Advisors at this office
Andrew A
Series 63
Orchard Park, NY
LPL Financial
Andrew Adelman is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 35 years before joining LPL Financial in 2025. Outside of his advisory role, he serves as a high school soccer referee in Orchard Park, NY. 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 portfolios, third-party asset management, and institutional platforms.
Christopher U
Series 66
Orchard Park, NY
LPL Financial
Christopher Urban is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at AXA Advisors, Cadaret, Grant & Co., Inc., and WNY Asset Management. Outside of advising, he is a licensed insurance agent, tax preparer, and notary public. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Bryan C
Series 66
Orchard Park, NY
LPL Financial
Bryan Carr is a financial advisor with LPL Financial, holding a Series 66 designation and entering his advisory career in 2024. Prior to joining LPL Financial, he worked at Cadaret Grant and has experience in media sales and educational services, including operating a Mathnasium franchise for six years. He spent over two decades at The Buffalo News, a Berkshire Hathaway company. 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 variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Jacob S
Series 66
Orchard Park, NY
LPL Financial
Jacob Strusa is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and previously worked at Cadaret Grant & Co., Inc. and Park Avenue Securities. Outside of his advisory role, he is involved with ClearPlan Financial, Inc., a business affiliated with LPL. 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.
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