Geremy Lee Zezini

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2011 → 07/2022
  Charles Schwab & Co., Inc.
  Folsom, CA
• 08/2011 → 07/2022
  Charles Schwab Bank Ssb
  Folsom, CA
• 08/2022 → 07/2023
  Cliftonlarsonallen Wealth Advisors, Llc
  Sacramento, CA
• 11/2023 → 11/2024
  Pruco Securities, Llc
  Woodland, CA
• 11/2023 → Present
  The Prudential Insurance Company Of America
  Woodland, CA
• 08/2023 → 10/2023
  Unemployed
  Granite Bay, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Woodland, CA

Previous Registrations

• 2023-11-28 → 2024-11-14
  Pruco Securities, Llc.
  Woodland, CA
  San Jose, CA
  Granite Bay, CA
  Woodland, CA
• 2022-08-16 → 2023-07-10
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Roseville, CA
  Minneapolis, MN
  Roseville, CA
• 2011-09-13 → 2022-08-03
  Charles Schwab & Co., Inc.
  Sacramento, CA
  Folsom, CA
  Roseville, CA
• 2009-07-07 → 2011-07-27
  Harrisdirect Llc
  Arlington, VA

Other Businesses

1) 03/13/2025- Zezini Wealth Management- DBA for LPL Business (entity for LPL business)- inv related- at reported business location(s)- start date 03/03/2025- 120hrs/mnth-120hrs during trading 2) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV Related - At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2009-07-02
• S63 Uniform Securities Agent State Law Examination
  2000-10-02

Other Names

• Geremy Lee Zezini
• Geremy L Zezini