Alfonso Cioffi, financial advisor Fort Edward NY
93 score

Alfonso Cioffi

CRD Number: 1165133
Current Firm: Lpl Financial LLC

Alfonso Cioffi (CRD# 1165133) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Edward, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Charlotte, NC Jul 2012 - Current 4
Glens Falls National Bank Glens Falls, NY Jul 2012 - Current 4
Key Investment Services LLC Albany, NY Jan 2010 - Jun 2012 2
Employment Search Rutland, VT Apr 2009 - Jan 2010 < 1
Tdbanknorth Manchester Center, VT May 2007 - Mar 2009 1
Bancnorth Investment Group St. Cloud, MN May 2007 - Mar 2009 1
Strategic Advisers, Inc. Morristown, NJ Jul 2003 - May 2007 3
Fidelity Brokerage Services LLC Merrimack, NH Apr 2000 - May 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Sep 1994
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Alfonso M. Cioffi
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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