Staten Island, NY 4523 Amboy Road Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,430 offices

Location

4523 Amboy Road

Staten Island NY 10312

Advisors at this office

2

Advisors at this office

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Jeffrey U

Series 63, Series 66

Staten Island, NY

LPL Financial

Jeffrey Unger is a financial advisor with LPL Financial in Staten Island, NY, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Citizens Securities, Santander Bank and Securities, Bank of America, and Merrill. 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 broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Theodore T

Series 63, Series 65

Staten Island, NY

LPL Financial

Theodore Thiro is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with both LPL Financial and Flagstar Bank N.A. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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