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Advisors / New York / Syracuse
4yrs

Gary Cappon

Financial advisor at LPL Financial

Gary Cappon is a fiduciary financial advisor in Syracuse, New York, with 4 years in the industry. Gary joined LPL Financial in 2025, after three years at Cadaret, Grant & CO.. 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 501 advisors with offices in Syracuse, and one of 420 fiduciaries.

Syracuse, NY 13202Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office100 Madison Street Suite 1300, Syracuse, NY 13202
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.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    LPL Financial LLCCurrent firm
  2. 2022 – 2025
    Cadaret, Grant & CO., Inc.Previously

Questions to ask Gary

Tailored to Gary’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Gary

How do I contact Gary?

Call LPL Financial at (704) 733-3300 and ask for Gary Cappon. Gary works from the Syracuse, NY office.

How long has Gary been a financial advisor?

Gary has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Gary hold?

Series 66. Tap any license on this page to see what it allows.

Is Gary a fiduciary?

Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gary paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gary 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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