Morgan Stanley
46yrs
Top advisor by experience in Melville
10yrs
Joseph Cataldi
Financial advisor at LPL Financial
Based in Melville, New York, Joseph Cataldi is a financial advisor with 10 years of industry experience. Joseph joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. Joseph holds the CFP® designation.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office105 Maxess Rd Suite 314, Melville, NY 11747
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.
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
- Jun 2026 – nowLPL Financial LLCCurrent firm
Contact Joseph
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Joseph. 105 Maxess Rd Suite 314Melville, NY 11747Office · Get directions Facebook pageLPL Financial
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Questions to ask Joseph
Tailored to Joseph’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call LPL Financial at (704) 733-3300 and ask for Joseph Cataldi. Joseph works from the Melville, NY office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Joseph hold?
Series 63. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Joseph paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph 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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