About Reserve Wealth Management, LLC
Reserve Wealth Management, LLC was founded with the goal of assisting its clients in every aspect of their financial lives. We provide a holistic personalized approach to your financial well-being. Reserve Wealth Management provides clarity, compassion and a truly different approach. We strive to WOW each of our clients, helping them pursue financial stability and independence before and during Retirement, as well as having a lasting Legacy.
About LPL Financial - America's Largest Independent Broker-Dealer
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 more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit . Data as of April 30, 2026.
See Disclosures
General Information
Firm Start Year
2011
CRD#
4383938
Firm CRD#
6413
Insurance License#
D064628; 1064624
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
FL; NY; CA
Years of Experience in Financial Services
25
Work with the following types of clients
Individual Investors, Women, Pre-Retirees, Retirees
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Risk Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®, Managing Director
Securities Licenses
Series 65, Series 63, Series 7, Series 6
Insurance and Annuity Licenses
Life, Long Term Care, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
None
Compensation Methods
Based on Assets, Flat Fee, Commissions
Additional Details on Charges
First, we highly recommend performing a Detailed Financial Plan reflecting your current and future life, as well as act as your Financial Confidant for a12-month period for a Flat Fee, with optional renewals, as Life changes.
Without a Plan and an ongoing relationship, how can a truly Comprehensive Financial Advisor provide valuable advice and guidance, let alone the appropriate products and services?
Upon completion of the Plan, we then discuss and determine the appropriate products and services, with their respective costs and fees.
Education
BS - Accounting
Fairleigh Dickinson University
1967 -1969
MBA Incomplete - Finance & Investments
Baruch Graduate School
1969 -1971
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Reserve Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. Securities and Advisory Services offered through LPL Financial, a Registered investment Advisor, member FINRA/SIPC. the LPL Representatives associated with this site may only discuss and/or transact in FL, NY and CA. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. CRPC® conferred by The College for Financial Planning