LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Syracuse Wealth Management has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
The team of seven advisors reported having served approximately $250 million in advisory, brokerage and retirement plan assets, and join LPL from Cadaret, Grant & Co. Inc.
Based in Liverpool, New York, with branches in Syracuse and Utica, Syracuse Wealth Management is led by OSJ Gary Lucas along with partners Ronald Pratt Jr. and Brenda Monk, who have a combined 75 years of experience in the financial services industry. They are joined by a team that includes branch financial advisors Michael J. Cook, Donald Jaquin and Jonathan Lovecchio, advisor Robert E. Antonacci III, assistant and partner Audrey Hennessy, as well as their support staff. Together the group takes a focused and individualized approach to financial planning.
“No two people are the same, which is why everyone needs their own personalized strategy,” Lucas said. “Our priority is to understand where our clients are coming from and then design a plan to help them meet their financial objectives. Whatever their financial goals might be, it’s our job to help them get there.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.