David Andrew Kamlet

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

• 03/1992 → Present
  D Kamlet & Company, Inc.
  Woodbury, NY
• 10/2022 → Present
  Lpl Financial, Llc
  Woodbury, NY
• 11/1999 → 10/2022
  Cantella & Company, Inc.
  Woodbury, NY

Previous Registrations

• 2011-10-03 → 2022-11-07
  Cantella & Co., Inc.
  Woodbury, NY
  Woodbury, NY

Other Businesses

1- 01/1994 / Notary / Other / Non Investment Related / Woodbury, NY 2- 01/1991 / D. KAMLET & COMPANY, INC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / WOODBURY, NY 3- 01/1990 / Altschuler & Co. inc. / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / WOODBURY, NY 4- 01/1984 / Non-Variable Insurance/Crump / Non-Variable Insurance / INVESTMENT RELATED / WOODBURY, NY 5-12/12/2022 - Samuel R. Schwartz Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date - 12/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 6-12/14/2022 - D. KAMLET & COMPANY, INC. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax preparer - Start Date - 11/01/1994 - 60 Hours Per Month/1 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-30
• S63 Uniform Securities Agent State Law Examination
  1988-06-29