Peter V Trulli

Current Employers

Employment History

• 12/2015 → 07/2019
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2016 → 07/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2019 → Present
  Lpl Financial Llc
  New Rochelle, NY
• 07/2019 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2016-03-01 → 2019-07-17
  Morgan Stanley
  New York, NY

Other Businesses

1. 7/22/2019 - Flynn Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/16/2019 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50%. 2. 7/23/2019 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 7/16/2019 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 7/22/2019. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 7/23/2019 - Private Advisor Group - DBA: (Hybrid) Flynn Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 7/16/2019 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 7/22/2019. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/4/2021 - Flynn Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/21/2021 - 160 Hours Per Month During Securities Trading. 5. 10/11/2022 - Peter Trulli dba Trulli Wealth Advisor - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 07/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 6. 11/18/2022 - 65 Acorn Realty LLC - Investment Related - New Rochelle NY 10801 - Real Estate Rental - Start Date: 01/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 7) 05/12/2025 - Peter Trulli Revocable Family Trust - Not Investment Related - Act in a Fiduciary Capacity - At Reported Business Location(s) - Start Date: 04/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-26

Other Names

• Peter Vincent Trulli
• Peter Trulli