Gary Lee
Montalbano

Lpl Financial LLC

CRD#5609847
Investment Advisor
in Nyack, NY

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About this Advisor

Gary Lee Montalbano is a financial advisor working out of Nyack, New York, with a total of 10 years of financial industry experience. Montalbano is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at M&T Securities, Key Investment Services LLC and Lpl Financial LLC. Montalbano maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland and New York. Lpl Financial LLC is a registered investment firm based in Nyack, New York. The firm has offices in 9,898 locations and a total of 28,744 employees. It oversees $404 billion in assets among its 1,517,995 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. Lpl Financial LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically depend on the financial services offered. Fees billed by Lpl Financial LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

135 Main Street Nyack
Nyack, NY 10960

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

NY Average: $646,059,043
Total Number of Employees

28,744

NY Average: 13
Total Number of Accounts

1,517,995

NY Average: 661
Average Account Size

$266,257

NY Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gary Lee Montalbano Work History

Gary Lee has 10 years of experience.

2021 - Present (1 year)

Lpl Financial LLC

2021 - Present (1 year)

Lpl Financial LLC

2019 - Present (3 years)

M&T Securities

2017 - 2019 (2 years)

Key Investment Services LLC

2012 - 2017 (5 years)

M&T Securities

Disclosures

Gary Lee Montalbano has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Blaine Mcshall
Fort Mill, SC
Douglas Levasseur
Chicago, IL
Mark Teigen
Horace, ND
Charles Baker
Sandy, UT
Stephen Meuris
San Francisco, CA
Scott Korn
Newton Lower Falls, MA
Natalie Brinkman
Minneapolis, MN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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