Woodmere, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,430 offices
Location
Woodmere NY
Advisors at this office
2
Advisors at this office
Jonathan C
Series 66
Woodmere, NY
LPL Financial
Jonathan Chubak is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including ten years at Citigroup Global Markets prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.
Steven B
Series 63, Series 66
Woodmere, NY
LPL Financial
Steven Benjamin is a financial advisor with LPL Financial in Woodmere, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Sterling National Bank, National Securities Corp, and M&T Securities. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-supported strategies.
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