LPL Financial Welcomes Zarra Wealth Management
LPL Financial (NASDAQ:LPLA) has announced that Zarra Wealth Management has joined its broker-dealer and RIA platform, transitioning from Ameriprise. The Long Island-based team, managing approximately $270 million in assets, consists of three CFP庐 professionals with 48 years of combined experience.
The team, led by Christopher Zarra, chose LPL for its greater autonomy, absence of proprietary products, and enhanced technological capabilities. LPL Financial currently supports over 29,000 financial advisors and approximately 1,100 financial institutions, with $1.9 trillion in brokerage and advisory assets under management serving approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) ha annunciato che Zarra Wealth Management 猫 entrata nella sua piattaforma broker-dealer e RIA, trasferendosi da Ameriprise. Il team con sede a Long Island, che gestisce circa $270 milioni in attivit脿, 猫 composto da tre professionisti CFP庐 con 48 anni di esperienza complessiva.
Guidato da Christopher Zarra, il gruppo ha scelto LPL per una maggiore autonomia, l'assenza di prodotti proprietari e strumenti tecnologici pi霉 avanzati. LPL Financial sostiene attualmente oltre 29.000 consulenti finanziari e circa 1.100 istituzioni finanziarie, gestendo $1,9 trilioni in attivit脿 di intermediazione e consulenza a beneficio di circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) ha anunciado que Zarra Wealth Management se ha incorporado a su plataforma de broker-dealer y RIA, procedente de Ameriprise. El equipo con sede en Long Island, que administra aproximadamente $270 millones en activos, est谩 formado por tres profesionales CFP庐 con 48 a帽os de experiencia combinada.
Dirigido por Christopher Zarra, el equipo eligi贸 LPL por una mayor autonom铆a, la ausencia de productos propietarios y mejores capacidades tecnol贸gicas. LPL Financial actualmente respalda a m谩s de 29.000 asesores financieros y alrededor de 1.100 instituciones financieras, con $1,9 billones en activos en corretaje y asesor铆a, al servicio de cerca de 7 millones de estadounidenses.
LPL Financial (NASDAQ:LPLA)电� Zarra Wealth Management臧� Ameriprise鞐愳劀 鞚挫爠頃橃棳 鞛愳偓鞚� 敫岆旎る敎霟� 氚� RIA 頂岆灚韽检棎 頃╇頄堧嫟瓿� 氚滍憸頄堨姷雼堧嫟. 搿膘晞鞚茧灉霌滌棎 旮半皹鞚� 霊� 鞚� 韺�鞚� 鞎� $2.7鞏�(=270 million) 攴滊鞚� 鞛愳偘鞚� 鞖挫毄頃橂┌, 齑� 48雲勳潣 瓴诫牓鞚� 臧�歆� 3氇呾潣 CFP庐 鞝勲臧�搿� 甑劚霅橃柎 鞛堨姷雼堧嫟.
韥Μ鞀ろ啝韻� 鞛愲澕(Christopher Zarra)臧� 鞚措亜电� 鞚� 韺�鞚� 雿� 韥� 鞛愳湪靹�, 霃呾爯 靸來拡鞚� 攵�鞛�, 頄レ儊霅� 旮办垹 鞐焿 霑岆鞐� LPL鞚� 靹犿儩頄堨姷雼堧嫟. LPL Financial鞚� 順勳灛 29,000氇� 鞚挫儊鞚� 鞛 瓿犽瓿� 鞎� 1,100臧滌潣 旮堨湹 旮瓣磤鞚� 歆�鞗愴晿氅�, 鞎� $1.9臁� 攴滊鞚� 欷戧皽 氚� 鞛愲 鞛愳偘鞚� 甏�毽晿鞐� 鞎� 700毵� 氙戈淡鞚胳潉 靹滊箘鞀ろ晿瓿� 鞛堨姷雼堧嫟.
LPL Financial (NASDAQ:LPLA) a annonc茅 que Zarra Wealth Management a rejoint sa plateforme de courtier-d茅positaire et RIA, en provenance d'Ameriprise. L'茅quipe bas茅e 脿 Long Island, qui g猫re environ 270 millions de dollars d'actifs, se compose de trois professionnels CFP庐 totalisant 48 ans d'exp茅rience.
Dirig茅e par Christopher Zarra, l'茅quipe a choisi LPL pour une plus grande autonomie, l'absence de produits propri茅taires et des capacit茅s technologiques renforc茅es. LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 100 institutions financi猫res, avec 1,9 billion de dollars d'actifs en gestion et courtage, au service d'environ 7 millions d'Am茅ricains.
LPL Financial (NASDAQ:LPLA) hat bekannt gegeben, dass Zarra Wealth Management von Ameriprise zu seiner Broker-Dealer- und RIA-Plattform gewechselt ist. Das in Long Island ans盲ssige Team verwaltet rund $270 Millionen an Verm枚genswerten und besteht aus drei CFP庐-Fachleuten mit insgesamt 48 Jahren Erfahrung.
Unter der Leitung von Christopher Zarra entschied sich das Team f眉r LPL wegen gr枚脽erer Unabh盲ngigkeit, dem Verzicht auf propriet盲re Produkte und besseren technologischen M枚glichkeiten. LPL Financial betreut derzeit 眉ber 29.000 Finanzberater und etwa 1.100 Finanzinstitute und verwaltet $1,9 Billionen an Brokerage- und Beratungsverm枚gen f眉r rund 7 Millionen Amerikaner.
- Addition of $270 million in managed assets to LPL's platform
- Expansion of advisor network with experienced CFP庐 professionals
- Strategic growth in the New York market
- Demonstrates LPL's ability to attract established advisory teams from competitors
- None.
SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- 听announced today that the advisors of have joined LPL Financial鈥檚 broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately
Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP庐, CHFC庐, CFS庐, James Kelly CFP庐, APMA鈩� and Michele Welch, CFP庐. They bring 48 years of collective financial industry experience focusing on families, pre-retiree and retiree clients. The team in particular prides itself on achieving the rigorous CFP庐 designation and providing the utmost in fiduciary guidance to their clients.
鈥淲e鈥檙e often introduced to our clients鈥� family members because of the high-touch, personalized service we provide,鈥� said Welch. 鈥淲e all share the same philosophy: we treat our clients like family, anticipate their needs, and prepare them for any financial situation. Acting in their best interest is always our top priority.鈥�
Why Zarra Wealth Management Chose LPL
In search of greater autonomy while maintaining a client-first focus, the team spent years conducting thorough due diligence before choosing LPL.
鈥淭his was a thoughtful decision to get away from the franchise model and gain more freedom and independence,鈥� said Zarra. 鈥淎s three CFP庐 professionals, it was important for us to align with a firm that offers no proprietary investment products and provides us the flexibility to run our practice in a way that best serves our clients. With LPL, we now have access to a broader range of products, tools, technology, and support to elevate our practice and help clients.鈥�
Kelly added, 鈥淲e don鈥檛 believe in a cookie-cutter approach. Every client鈥檚 financial plan and investment portfolio is thoughtfully customized to their needs. We are excited to have the flexibility to tailor strategies for our clients without being limited by a corporate agenda.鈥�
Scott Posner, Managing Director, Business Development, said, 鈥淲e welcome the Zarra Wealth Management team to LPL. At LPL, we recognize that advisors are looking for sophisticated capabilities and autonomy to build and grow their ideal practice according to their vision.听We look forward to supporting the team for years to come.鈥�
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (鈥淟PL Financial鈥�), a registered investment advisor and broker-dealer, member FINRA/SIPC.听Zarra Wealth Management and LPL Financial are separate entities.
Throughout this communication, the terms 鈥渇inancial advisors鈥� and 鈥渁dvisors鈥� are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the 鈥溾�� or 鈥溾�� section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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FAQ
What assets did Zarra Wealth Management bring to LPL Financial (NASDAQ:LPLA)?
Why did Zarra Wealth Management choose to join LPL Financial in 2025?
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