Port Jefferson, NY Main St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,678 advisors across 10,430 offices
Location
646 Main St Ste 205
Port Jefferson NY 11777
Advisors at this office
2
Advisors at this office
Jared P
Series 63, Series 65
Port Jefferson, NY
LPL Financial
Jared Peyster is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2022 and Allstate Insurance Company since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by extensive research and technology tools.
Gregory D
Series 66
Port Jefferson, NY
LPL Financial
Gregory De Tolla is a financial advisor with LPL Financial based in Port Jefferson, NY, holding a Series 66 credential and one year of industry experience. He also serves as an attorney at De Tolla Law Group and is a commissioned notary for the State of New York. Prior to joining LPL Financial, he has held various roles in legal and financial services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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