AdvisorCensus / Financial advisors / New York / Kiryas Joel, NY / LPL Financial LLC
Financial advisors in Kiryas Joel, NY using LPL Financial LLC
3 SEC-registered investment advisory firms headquartered in the Kiryas Joel, NY metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Circle N Advisors, LLC | Fishkill | SEC-registered investment adviser | $25 million to $100 million |
| Marshall + Sterling Wealth Advisors, Inc. | Poughkeepsie | SEC-registered investment adviser | $1 billion to $5 billion |
| Murphy Wealth Management Group | Fishkill | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Kiryas Joel, NY using LPL Financial LLC. https://advisorcensus.com/advisors/ny/kiryas-joel/custodians/lpl-financial https://advisorcensus.com/advisors/ny/kiryas-joel/custodians/lpl-financial