Syracuse, NY Salina Meadows Pkwy 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
231 Salina Meadows Pkwy
Syracuse NY 13212
Advisors at this office
4
Advisors at this office
Michael M
Series 63, Series 65
Syracuse, NY
LPL Financial
Michael Massoud is a financial advisor with LPL Financial based in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL since 2015 and also maintains ongoing roles with Master Planners & Associates and Massound Financial Services. Outside of his advisory work, he is an agent offering life insurance, fixed annuities, disability, and long-term care products. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.
James C
CFP®, Series 63, Series 66
Syracuse, NY
LPL Financial
James Currier is a CFP® professional affiliated with LPL Financial in Syracuse, NY, with 10 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co., Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.
Christopher A
Series 66
Syracuse, NY
LPL Financial
Christopher Assimon is a financial advisor with LPL Financial in Syracuse, NY, holding a Series 66 credential and bringing eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at New York Air Brake Corporation. He is also involved with Dusckas Advisory Group and Assimon Advisory Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.
Nicholas D
Series 63
Syracuse, NY
LPL Financial
Nicholas Dusckas is a financial advisor with LPL Financial based in Syracuse, NY, holding a Series 63 designation and possessing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1993. He also operates under the DBA Dusckas Advisory Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its extensive network of advisors, offering diversified investment strategies and institutional platforms.
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