Alfonso Cioffi
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Financial
Location
Port Henry, NY 12974
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.
Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.
Financial planning and consulting services fees may be hourly, up to $500 per hour.
Work history
Glens Falls National Bank
2012 - Present (14 years)
LPL FINANCIAL
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Michael C
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Michael Carillo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He partners with clients to create simple and effective financial plans. Prior to this, he served as an Investment Consultant from 2022 to 2023 and as a Workplace Planning Consultant from 2021 to 2022, all within Fidelity Investments. His professional experience spans various aspects of financial consulting, focusing on developing tailored financial strategies for clients. Outside of his professional work, Michael has personal interests that include baseball, boating, family activities, military service, music, and parenthood.
John G
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Warrensburg, NY
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Scott B
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Scott Bouton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management for affluent individuals, families, foundations, and corporate clients, with a focus on estate planning, liability management, lending, separately managed accounts, alternative investments, and active wealth management. Scott emphasizes a comprehensive and disciplined approach to wealth management that begins with understanding clients’ financial situations and priorities, enabling him to create customized strategies tailored to evolving needs and market conditions. Scott’s expertise includes family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He also serves specialized client segments such as women, sports, and entertainment professionals. Holding a Bachelor’s degree in Economics from Syracuse University and a Master’s degree from the University of Phoenix, Scott maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional role, Scott has been involved in community service as a former board member of a nonprofit women’s shelter. His personal interests include boating, fishing, golfing, hiking, music, reading, running, skiing, surfing, and spending time with his family.
Madeline B
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