A father-son team of advisors who had managed $180 million in assets at Ameriprise Financial has joined LPL Financial’s employee advisor channel, Linsco by LPL Financial, the firm announced Monday.
Anthony S. Zambri and his son, Anthony V. Zambri, are launching Zambri Financial in Melville, New York. They’ll be the first tenants in Linsco's first office on Long Island.
“We looked around the financial landscape and really appreciated the entrepreneurial nature of LPL, especially with its Linsco W2 employee advisor model. It brings me back to my roots,” Anthony S. Zambri said in a statement.
He and his son work primarily with retirees, families and business owners. ““Being able to meet new people on a regular basis and help them work toward their financial goals has been incredibly rewarding,” Anthony S. Zambri said.
He has 34 years of experience and had been affiliated with Ameriprise since 2014, according to his BrokerCheck report. His son has three years of experience, having started at Amerprise in 2020.
They’re joined in the move by staffer Kimberly Scollo.
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The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
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