Joe Mazzucco Recognized as One of LPL Financial's Top Financial Advisors
February 13th, 2023 – Joe Mazzucco, an independent LPL Financial advisor who founded Stonebrook Wealth Management in Purchase, NY, today announced his inclusion in LPL’s Freedom Club. The LPL Club Program is a way to recognize advisors who consistently achieve top levels of production and who are recognized as leaders in the industry, and among their peers.
With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success.
“On behalf of LPL, I’m thrilled to congratulate Joe,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “It is an honor to support Stonebrook with the technological infrastructure, integrated products and differentiated services that help advisors run a thriving practice. We wish Joe and the entire Stonebrook team even greater success as they continue to help their clients work towards their financial goals in the years ahead.”
Joe serves clients in various states and provides a full range of financial services including investment management, retirement planning, and insurance solutions.
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 (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, LPL takes care of its advisors, so they can take care of their clients.
**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.
