Osaic Wealth
46yrs
Top advisor by experience in Utica
19yrs
Jay Scienza has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Utica, New York. Jay has been with LPL Financial since 2023; before that, Jay spent two years at Merrill. 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 78 advisors with offices in Utica, and one of 58 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors in Utica
Office270 Genesee Street, Utica, NY 13502
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
- 2023 – nowLPL Financial LLCCurrent firm
- May 2021 – Feb 2023MerrillPreviously
Contact Jay
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jay. 270 Genesee StreetUtica, NY 13502Office · Get directions Facebook pageLPL Financial
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Questions to ask Jay
Tailored to Jay’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 Jay
How do I contact Jay?
Call LPL Financial at (704) 733-3300 and ask for Jay Scienza. Jay works from the Utica, NY office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2007, about 19 years. More experience than 60% of advisors in Utica.
What licenses does Jay hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay 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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