Scott Richard Onofry

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → 07/2025
  Cadaret Grant & Co., Inc.
  Port Jervis, NY
• 03/2004 → Present
  Onofry Financial Services
  Port Jervis, NY
• 07/2025 → Present
  Lpl Financial Llc
  Port Jervis, NY

Previous Registrations

• 2017-12-14 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Port Jervis, NY
  Port Jervis, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

1 - 07/2025 - Onofry Financial Services - Non-Variable Insurance - Inv Related - 4 Hours/Month - 4 Hours During Trading - PORT JERVIS, NY - OBA Start Date: 05/01/2021. 2 - 07/2025 - Onofry Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hours/Month - 140 Hours During Trading - At reported business location(s).

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-29

Designations

• Certified Financial Planner

Other Names

• Scotty Richard Onofry