West Seneca, NY 965 Union Road Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

965 Union Road

West Seneca NY 14224

Advisors at this office

3

Advisors at this office

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Hayden M

Series 66

West Seneca, NY

LPL Financial

Hayden Mumbach is a Series 66-licensed financial advisor with LPL Financial, based in West Seneca, NY, with one year of industry experience. Prior to joining LPL Financial, he held roles at Rich Products Corporation and Sgroi Financial LLC. He is also involved with Sgroi Lawley LLC, an affiliated entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, catering to a diverse client base with discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Matthew C

Series 66

West Seneca, NY

LPL Financial

Matthew Clouden is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and several law firms. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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

Matthew S

Series 63, Series 65

West Seneca, NY

LPL Financial

Matthew Scheff is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Scheff Thompson Cress Investment Group, Raymond James Financial Services, Inc., and ACV Auctions. 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, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

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