DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | November 20, 2024

LPL Adds $350M Ohio Team, Strata Financial Group

Tags: Personnel, Financial Advisor Move

LPL has announced the addition of Strata Financial Group to its broker-dealer, RIA, and custodial platforms, with the $350M Ohio-based advisor moving from Osaic.

Strata is composed of financial advisors Tony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharik, and Dominic Elmo. The team currently operates in two locations in Ohio: Sheffield Village, where they cater to the greater Cleveland area, and Dublin, serving the Columbus area.

Source: https://www.globenewswire.com/news-release/2024/11/20/2984456/29579/en/LPL-Financial-Welcomes-Strata-Financial-Group.html

New call-to-action

Written By: Dakota

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy