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Alfonso Cioffi

Advisor at LPL Financial

Updated today
LPL Financial logo

Firm

LPL Financial

Location

Glens Falls, NY 12801-3505

Credentials

Series 63, Series 65, Series 66

Industry experience

31 years

Fee options

Fixed

Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.

Commissions

Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.

Project-based

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

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

Joseph K

Series 63

Gansevoort, NY

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Military & Veterans

Meghan M

Series 63, Series 66

Glens Falls, NY

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management ESG / Sustainable investing

John G

Series 66

Warrensburg, NY

Edward Jones

Retirement income strategy Wealth management Religious/faith focused

Scott B

Series 66

Bolton Landing, NY

Merrill

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.

Wealth management Active portfolio management Charitable giving & philanthropy Retirement income strategy Tax-loss harvesting Women's Finance

Madeline B

Series 66

Gansevoort, NY

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Passive / index investing ESG / Sustainable investing General retirement planning

Amanda C

CFP®, Series 66

Queensbury, NY

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning Doctor or Medical Professional
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