Chief Investment Officer
Current
Apr 2001 - Present
AeroLeads people directory · profile
John Shartrand Email & Phone Number
Chief Investment Officer
at
Broadview Wealth Management
1 work email found
@lpl.com
5 phones found area 518 and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Latham, New York, United States
Who is John Shartrand? Overview
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Quick answer
John Shartrand is listed as Chief Investment Officer at Broadview Wealth Management, based in Latham, New York, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 518, 800, and a matched LinkedIn profile for John Shartrand.
John Shartrand previously worked as Chief Investment Officer at Cap Com Financial Services, Llc and Financial Advisor at Griffin Financial Group. John Shartrand holds Bachelors Of Science, Finance from Canisius College.
Company email context
Email format at Broadview Wealth Management
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*@lpl.com
68% confidence
AeroLeads found 1 current-domain work email signal for John Shartrand. Compare company email patterns before reaching out.
Profile bio
About John Shartrand
Financial planning offered through CAP COM Financial Services, LLC, a Registered Investment Advisor and separate entity from LPL Financial.Financial Advisors Specializing in Retirement and Estate Planning.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CAP COM Federal Credit Union and CAP COM Financial Services, LLC are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services under the name of CAP COM Financial Services, LLC, and may also be employees of CAP COM Federal Credit Union. These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CAP COM Federal Credit Union or CAP COM Financial Services, LLC. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Financial Services and Services.
Current workplace
John Shartrand's current company
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5 roles · 31 years
John Shartrand work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Chief Investment Officer
Cap Com Financial Services, Llc
Financial Advisors Specializing in Retirement and Estate Planning.
1995 - Mar 2023
Financial Advisor
Griffin Financial Group
Provided financial advice to both individual clients and business owners.
Jun 1988 - Nov 1995
Intern/Agent
Prudential Bache Securties And Prudential Insurance
Spent two year working with Brokerage Firm evenings & summers while going to school fulltime. Spent two years as an Insurance professional after graduation before joining Griffin Financial Group.
Sep 1983 - Jun 1988
1 education record
John Shartrand education
FAQ
Frequently asked questions about John Shartrand
Quick answers generated from the profile data available on this page.
What company does John Shartrand work for?
John Shartrand works for Broadview Wealth Management.
What is John Shartrand's role at Broadview Wealth Management?
John Shartrand is listed as Chief Investment Officer at Broadview Wealth Management.
What is John Shartrand's email address?
AeroLeads has found 1 work email signal at @lpl.com for John Shartrand at Broadview Wealth Management.
What is John Shartrand's phone number?
AeroLeads has found 5 phone signal(s) with area code 518, 800 for John Shartrand at Broadview Wealth Management.
Where is John Shartrand based?
John Shartrand is based in Latham, New York, United States while working with Broadview Wealth Management.
What companies has John Shartrand worked for?
John Shartrand has worked for Broadview Wealth Management, Cap Com Financial Services, Llc, Griffin Financial Group, and Prudential Bache Securties And Prudential Insurance.
How can I contact John Shartrand?
You can use AeroLeads to view verified contact signals for John Shartrand at Broadview Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did John Shartrand attend?
John Shartrand holds Bachelors Of Science, Finance from Canisius College.
What skills is John Shartrand known for?
John Shartrand is listed with skills including Financial Services and Services.
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