Sea Girt, NJ Highway 35 Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,425 offices

Location

2150 Highway 35 Ste 250

Sea Girt NJ 08750

Advisors at this office

4

Advisors at this office

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Joseph S

Series 63, Series 65

Sea Girt, NJ

LPL Financial

Joseph Sarbello is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mario P

Series 63, Series 65

Sea Girt, NJ

LPL Financial

Mario Paniscotti is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. He is also involved with BKE Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Brian L

Series 63, Series 66

Sea Girt, NJ

LPL Financial

Brian Laux is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Regal Securities, Victory Capital Advisers, and Invesco Advisers. Outside of his advisory work, he has been involved with Game 7 Sports in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

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

Dorothea Z

Series 63, Series 65, Series 66

Sea Girt, NJ

LPL Financial

Dorothea Zando is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. Her prior roles include positions at Regal Securities, Royal Alliance Associates, and AXA Advisors. She is also a notary in Sea Girt, NJ. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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