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Shayna Savetsky

Financial advisor at LPL Financial

Shayna Savetsky is a fiduciary financial advisor in Cedarhurst, New York, registered since Jun 2026. Shayna joined LPL Financial in 2026, 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 14 advisors with offices in Cedarhurst, and one of 13 fiduciaries.

Cedarhurst, NY 11516Fiduciary advisor
Call LPL FinancialDirections

At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office126 Spruce St, Cedarhurst, NY 11516
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. Jul 2026 – now
    LPL Financial LLCCurrent firm

Questions to ask Shayna

Tailored to Shayna’s registration and firm.

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

My notes and scorecard

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About Shayna

How do I contact Shayna?

Call LPL Financial at (704) 733-3300 and ask for Shayna Savetsky. Shayna works from the Cedarhurst, NY office.

How long has Shayna been a financial advisor?

Shayna is new to the profession, registered since Jun 2026, and holds 1 license.

What licenses does Shayna hold?

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

Is Shayna a fiduciary?

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

How is Shayna paid?

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