February 14th, 2024 – Joe Mazzucco, an independent LPL Financial advisor who founded Stonebrook Wealth Management in Purchase, NY, today announced that his achievements have been recognized with inclusion in LPL Financial’s Ascent Club for 2024*. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. With more than 23,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success and are recognized as leaders in the industry. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.
“On behalf of the entire team at LPL, I am thrilled to congratulate Joe on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, Joe has taken his business to the next level, allowing him to dedicate more time to building meaningful relationships with clients and their families. Through his guidance, he has been instrumental in helping these families turn their aspirations into financial realities.”
Joe serves clients in various states and provides comprehensive wealth management services including investment management, retirement planning, estate investment planning. Joe has been affiliated with LPL Financial for nearly 5 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.
About Stonebrook Wealth Management:
Joe Mazzucco departed JP Morgan in 2019 to form Stonebrook Wealth Management. Stonebrook provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. Stonebrook utilizes LPL Financial as its custodian. They serve a geographically dispersed clientele across the nation and have offices in New York and South Florida.
About LPL Financial:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and enterprises, and not the other way around. Today, LPL is a leader in the
markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Achievement is based on annual production among LPL-affiliated investment programs only.
Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
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