Long Island hybrid managing $250 million switches to LPL from Royal Alliance

Long Island hybrid managing $250 million switches to LPL from Royal Alliance
Strategic Financial is based in Hauppauge, N.Y.
FEB 14, 2019

Strategic Financial and Tax Planning Services, a Hauppauge, N.Y.-based hybrid managing and advising $250 million in assets, has switched affiliations from Royal Alliance to LPL Financial. (More:​ Five-member FiNet team managing $360 million moves to LPL The firm, located in the Long Island suburbs of New York, will use LPL's broker-dealer and corporate registered investment advisor platforms. Strategic Financial is headed by Guy Nicosia and partners John Nicosia, his son, and Matthew Barbis.

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