LPL Enterprise
41yrs
Top advisor by experience in Rome
24yrs
Daniel Deblois has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Rome, New York. After three years at Cadaret, Grant & CO., Daniel joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 17 advisors with offices in Rome, and one of 14 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office8606 Turin Road, Rome, NY 13440
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
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2022 – 2025Cadaret, Grant & CO., Inc.Previously
Contact Daniel
8606 Turin RoadRome, NY 13440Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Deblois. Daniel works from the Rome, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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