Williamsville, NY 5350 Main St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

5350 Main St Ste 9

Williamsville NY 14221

Advisors at this office

5

Advisors at this office

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Joseph C

Series 63, Series 65

Williamsville, NY

LPL Financial

Joseph Curatolo is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 49 years of industry experience, including 36 years at Royal Alliance Associates, Inc. and ongoing involvement with Georgetown Capital Group since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Stacey P

Series 63, Series 66

Williamsville, NY

LPL Financial

Stacey Prowse is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at OSAIC, Royal Alliance Associates Inc., and Georgetown Capital Group. Outside of advising, she also serves as a notary in Williamsville, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs and financial planning services supported by model portfolios, research, and advanced technologies.

College savings (529s, UTMA, etc.)
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Stephen W

Series 63, Series 66

Williamsville, NY

LPL Financial

Stephen Wzontek is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 45 years of industry experience. His prior work includes long tenures at Royal Alliance Associates, Inc. and Georgetown Capital Group. 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 brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

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

Joseph S

Series 66

Williamsville, NY

LPL Financial

Joseph Shaw III is a financial advisor at LPL Financial in Williamsville, NY, holding a Series 66 designation with 17 years of industry experience. His prior experience includes roles at OSAIC, Private Advisor Group, LLC, and M&T Securities. 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 supported by research and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Melissa M

Series 63, Series 66

Williamsville, NY

LPL Financial

Melissa McIsaac is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 25 years of industry experience. She previously worked at OSAIC for 25 years and Georgetown Capital Group for 23 years. She is also a notary in Williamsville, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of financial planning and advisory programs supported by extensive research and technology.

College savings (529s, UTMA, etc.)
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