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Shari Salim

Advisor at LPL Enterprise

Updated today
LPL Enterprise logo

Firm

LPL Enterprise

Location

Batavia, NY 14020

Credentials

Series 66

Industry experience

< 1 year

About

Shari Salim is a financial advisor with LPL Enterprise, holding a Series 66 designation. She has six years of prior experience at Keith S Roth LLC and has also worked at Zielinski Agency, Yancey's Fancy, Kohl's Department Store, and Pembroke Central School District. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a range of securities and insurance products available through affiliated entities.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

1 Court Street Plaza

Batavia, NY 14020

Most active in

New York

Work history

LPL Enterprise

2025 - Present (1 year)

Keith S Roth LLC

2019 - 2025 (6 years)

Zielinski Agency

2019 - 2019 (1 year)

Yancey's Fancy

2016 - 2019 (3 years)

Kohl's Department Store

2015 - 2017 (2 years)

Pembroke Central School District

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan L

Series 66

Batavia, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Milenda K

Series 63, Series 66

Pavilion, NY

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Christopher W

Series 63, Series 65

Batavia, NY

Merrill

Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008. Christopher is a partner in RGRWT & Associates and focuses on working with high-net-worth individuals and their families to build, preserve, and transfer wealth across generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning and a Bachelor's degree from SUNY College at Brockport. His expertise includes divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. Christopher has served in leadership roles on boards for several local nonprofit organizations including the YMCA, United Memorial Medical Center Foundation, United Way, and Leadership Genesee. He lives in Batavia, New York, with his wife and has two grown daughters. His personal interests include baseball, football, gardening, golfing, reading, and spending time with family.

General retirement planning Retirement income strategy Wealth management Family Business General estate planning guidance
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Donald B

Series 63

Batavia, NY

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

John R

Series 63, Series 65

Batavia, NY

Merrill

John Riter is the Senior Resident Director of Merrill Lynch Wealth Management’s Batavia, New York office and managing partner of the RGRWT Group. He began his career as a financial advisor in 1987 after earning a bachelor's degree from the John Wiley Jones School of Business at SUNY Geneseo. John holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. As managing partner of the RGRWT Group, John leads a team of six financial advisors, an investment associate, and three client service associates, collectively bringing over 135 years of experience. The group serves clients across 35 states and seven countries, focusing on family wealth management strategies, personal retirement planning, and small business strategies. John’s approach combines the resources of a global organization with personalized service rooted in small-town values. John has a longstanding commitment to his community, including over 30 years of involvement with the GLOW YMCA in Batavia, where he is currently chairing the initiative to build a new facility that will anchor a Healthy Living Campus. He has also been a member of the Batavia Rotary Club for more than 20 years, serving on its board of directors multiple times. John and his wife Liz have been married for 33 years and have two adult children, Mitchell and Kathryn.

General retirement planning Wealth management Business ownership considerations Married/Couples/Partners Mid-Career Professionals
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Michael R

Series 63, Series 66

Batavia, NY

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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