San Diego-based LPL Financial announed today that a trio of advisors based in Connecticut, New York and New Jersey have joined its broker-dealer, RIA and custodial platforms.
Michael Gandet Jr., Mark Choinski and Arthur Sisco, who operate as Oak Tree Financial Group, join LPL from Securities America, where they managed approximately $130 million in client assets. All told, the advisor team has over 75 years of combined experience.
“What really impressed us about LPL is that they are forward-thinking and progressive and constantly looking for ways to help advisors serve their clients better,” Gandet said in released comments. “As consolidation continues to increase in the industry, many of my industry peers have made the switch to LPL and it’s easy to see why. LPL offers specialized support, top-notch technology and insightful market research that we can use to support our clients and grow the business.”
Oak Tree Financial Group, based in Fairfield, Conn., with offices in Manahawkin, N.J.; Westwood, N.J.; and Poughkeepsie, N.Y., also includes office manager Lisa Molwitz and associate Christopher Gandet.
“We welcome Michael, Mark, Arthur, Lisa and Christopher to the LPL community and applaud their client-centric commitment,” said Scott Posner, LPL's executive vice president of business development in released comments. “At LPL, we understand the desire to provide a best-in-class client experience, and we are committed to investing in innovative capabilities and business solutions designed to help advisors grow their business and support their clients their way. We look forward to supporting Oak Tree Financial Group for years to come.”