Scotch Plains, NJ Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

501 Park Avenue

Scotch Plains NJ 07076

Advisors at this office

4

Advisors at this office

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Thomas S

Series 66

Scotch Plains, NJ

LPL Financial

Thomas Sjonell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked in retail and hospitality roles and was employed at Stockton University for five years. He also operated a wine outlet for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Craig S

Series 63, Series 65

Scotch Plains, NJ

LPL Financial

Craig Sjonell is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Sagepoint Financial, Inc. for 11 years. He is also a notary public in New Jersey and has involvement in a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Series 63, Series 65

Scotch Plains, NJ

LPL Financial

Richard Morrow is a financial advisor with LPL Financial in Scotch Plains, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 11 years before joining LPL Financial in 2020. Outside of advisory work, he is an insurance agent specializing in fixed life and fixed annuities and is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Edward S

CFP®, Series 63, Series 65

Scotch Plains, NJ

LPL Financial

Edward Sullivan is a CFP®-certified financial advisor with 28 years of industry experience. He has worked at LPL Financial since 2022 and previously spent six years at Royal Alliance. Outside of his advisory work, Sullivan serves as a hockey referee for USA Hockey. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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