Sewickley, PA Nicholson Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,678 advisors across 10,430 offices

Location

2611 Nicholson Rd, Building I

Sewickley PA 15143

Advisors at this office

6

Advisors at this office

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John S

Series 63

Sewickley, PA

LPL Financial

John Sinclair II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 20 years of industry experience. His prior experience includes roles at Cetera and Atlantic Financial Group. He is also involved in non-variable insurance sales, including fixed annuities, life insurance, long-term care, and disability products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew K

Series 65, Series 63

Sewickley, PA

LPL Financial

Andrew Koch is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at LPL Financial since 2024 and has prior experience with Cetera and Compass Wealth Management. 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 model portfolios.

College savings (529s, UTMA, etc.)
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James G

Series 66

Sewickley, PA

LPL Financial

James Greno is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Raymond James Financial Services. Greno is involved with Compass Wealth Management, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Robert Q

Series 66

Sewickley, PA

LPL Financial

Robert Quarture III is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Cetera, Benchmark Financial Advisors, and PNC Investments. Outside of his advisory role, he is involved with Compass Wealth Management in Sewickley, PA. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Karen B

Series 63, Series 65

Sewickley, PA

LPL Financial

Karen Bostick is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Transitions Wealth Management during her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Anthony H

CFP®, Series 63, Series 65

Sewickley, PA

LPL Financial

Anthony Harris is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Cetera, Benchmark Financial Advisors, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers diverse advisory programs and financial planning services supported by proprietary research and third-party subadvisors.

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