LK
LK

Larry Kessler

28 Years of Experience
Melville, NY
Broker

Larry Kessler is a registered investment advisor, based in Melville, NY, with 28 years of industry experience.

Location

324 South Service Rd, Suite 118, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Larry is a board member for the NY Society of Independent Accountants and the Independent Association of Accountants of Brooklyn, assisting in finding speakers for tax law topics. He also works as an accountant and provides tax preparation and accounting services since 1979.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
December 1997 - September 2025 · 27 yrs 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.