Stamford, CT 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
Stamford CT
Advisors at this office
4
Advisors at this office
Matthew Q
Series 66
Stamford, CT
LPL Financial
Matthew Querze is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at multiple firms including SagePoint Financial and OSAIC, and operates Querze Wealth Management, where he spends a portion of his time engaged in non-variable insurance services. 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, utilizing both proprietary and third-party investment strategies.
Dino Q
Series 63, Series 65
Stamford, CT
LPL Financial
Dino Querze is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has worked with firms including Sagepoint Financial, Guardian Life, and MSI Financial Services, and has operated Querze Wealth Management since 2019. 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, and institutional platforms, supported by both proprietary research and third-party strategies.
Joseph M
CFP®, ChFC®, Series 63, Series 66
Stamford, CT
LPL Financial
Joseph Masiello is a financial advisor with LPL Financial in Stamford, CT, holding CFP® and ChFC® designations and carrying 42 years of industry experience. He has worked at LPL Financial since 2009 and previously spent four years with UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Paul F
Series 66
Stamford, CT
LPL Financial
Paul Freyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Stanley. He also operates PF741 Wealth Management LLC as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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