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Robert Tudda
Financial advisor at LPL Financial
Robert Tudda is a fiduciary financial advisor in Howard Beach, New York, with 30 years in the industry. Robert joined LPL Financial in 2024, after a year at Osaic Wealth and four years at Woodbury Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 9 advisors with offices in Howard Beach, and one of 8 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top advisor by experience in Howard Beach
Office156-02 Cross Bay Blvd, Howard Beach, NY 11414
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- Jan 2024 – Aug 2024Osaic Wealth, Inc.Previously
- 2020 – 2024Woodbury Financial Services, Inc.Previously
- Dec 2017 – Apr 2019MerrillPreviously
- Aug 2016 – Oct 2017J.P. Morgan Securities LLCPreviously
- Jul 2016 – Jul 2016Osaic Institutions, Inc.Previously
- Feb 2015 – Jul 2016Essex National Securities, LLCPreviously
- Apr 2013 – Mar 2015MSI Financial Services, Inc.Previously
Earlier career (2 more)
- Aug 2011 – Jan 2013Equitable Advisors, LLCPreviously
- 2006 – 2011Chase Investment Services Corp.Previously
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 Tudda. Robert works from the Howard Beach, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top advisor by experience in Howard Beach.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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