LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors
CHARLOTTE, N.C., Oct. 18, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced today that money advisor Peter Shunyia, CFP® has joined LPL Monetary to launch his independent money apply, Shunyia & Co. Non-public Prosperity Advisors. He noted owning served roughly $150 million in advisory and retirement strategy assets*. He joins LPL from Merrill Lynch.
Shunyia, a lifelong Michigan resident, operates his apply in Troy, Mich., with the assist of three office workers users. He has twenty a long time of knowledge outlining money techniques for his shopper foundation of superior-internet-really worth men and women, doctors, retirees and company owners. Shunyia can take satisfaction in his meticulous and individualized technique to money information, which incorporates comprehensive recommendations, threat examination and money organizing. “As an seasoned advisor, I perform to recognize my clients’ problems and goals, carefully describe my recommendations and provide exceptional care and provider,” mentioned Shunyia, who enjoys paying his time outside the house of perform with his loved ones, fly fishing and volunteering for conservation assignments.
Hunting to provide his clients’ ideal interests, broaden investment decision options and get more command of his company, he chose to lover with LPL and align with The us Team Retirement Method Centers, a substantial company that supports LPL-affiliated advisors. “With the sturdy resources, progressive options and a extensive-reaching advisor network of a Fortune 500 company, LPL is the suitable house for my money apply,” Shunyia mentioned. “The company delivers almost everything that my purchasers and I are searching for — from built-in know-how to money organizing tools. We also have the additional layer of assist from The us Team to provide the infrastructure and assist to permit me to do what I was executing in a wirehouse surroundings without the need of missing a beat. Most importantly, this go permits me to focus entirely on taking care of my clients’ needs.”
Joe Ruzycki, president and CEO of The us Team Retirement Method Centers, “We are fired up to welcome Peter as the 95th money advisor to be a part of our developing company. We believe his wealth of marketplace information, combined with our solid assist and LPL’s sturdy system, will assist Peter build a effective independent apply and stand out from the opposition. It has been an absolute enjoyment finding to know Peter and supporting him with the transition and we glance forward to our long-long lasting partnership.”
Scott Posner, LPL government vice president, Enterprise Advancement, said, “We increase a warm welcome to Peter and congratulate him on launching his new independent apply. Advisors are at the middle of almost everything we do, and we continuously invest in progressive capabilities to provide them with differentiated assist and resources. We are happy to provide advisors with wealth management options and company options designed to assist set them acquire in their sector and incorporate worth for purchasers. We congratulate The us Team on developing its network of top quality advisors and glance forward to supporting Shunyia & Co. Non-public Prosperity Advisors for a long time to arrive.”
Read about other firms that recently joined LPL in the LPL Monetary Information and Media part of LPL.com.
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About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the principle that the firm must perform for the advisor, and not the other way all around. These days, LPL is a leader** in the marketplaces we provide, supporting more than 19,000 money advisors, 800 establishment-based mostly investment decision courses and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Us citizens ought to have accessibility to objective steerage from a money advisor. At LPL, independence suggests that advisors have the independence they ought to have to opt for the company model, solutions, and know-how resources that make it possible for them to run their fantastic apply. And they have the independence to handle their shopper associations, due to the fact they know their purchasers ideal. Merely set, we get care of our advisors, so they can get care of their purchasers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Primarily based on complete revenues, Monetary Arranging journal June 1996-2020) No. 1 company of third-bash brokerage solutions to banking companies and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Primarily based on prior company and signifies assets that would have been custodied at LPL Monetary, alternatively than third-bash custodians. Noted assets and shopper numbers have not been independently and absolutely verified by LPL Monetary.
Securities and advisory solutions supplied as a result of LPL Monetary LLC, an SEC- registered broker-vendor and investment decision advisor. Member FINRA/ SIPC
In the course of this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment decision advisor reps affiliated with LPL Monetary LLC. We routinely disclose facts that may be essential to shareholders in the “Investor Relations” or “Press Releases” part of our site.
The us Team Retirement Method Centers, Shunyia & Co. Non-public Prosperity Advisors and LPL Monetary are independent entities.
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