Osaic Wealth
40yrs
Top advisor by experience in Goshen
35yrs
Robert Cepeda
Financial advisor at LPL Financial
Robert Cepeda has worked in the financial industry for 35 years and is a financial advisor based in Goshen, New York. After five years at Securities America Advisors and nine years at National Planning, Robert joined LPL Financial in 2023, a firm offering financial planning, investment management, and educational workshops. Robert holds the CFP® designation.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office30 Matthews St Suite 302, Goshen, NY 10924
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2017 – 2023Securities America Advisors, Inc.Previously
- 2009 – 2017National Planning CorporationPreviously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 30 Matthews St Suite 302Goshen, NY 10924Office · Get directions Facebook pageLPL Financial
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call LPL Financial at (704) 733-3300 and ask for Robert Cepeda. Robert works from the Goshen, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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