Ilan N Tsapovski

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

• 10/2015 → 06/2017
  Bank Of America, N.A.
  Brooklyn, NY
• 10/2015 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Brooklyn, NY
• 06/2017 → 08/2020
  Citigroup
  Brooklyn, NY
• 08/2020 → Present
  Lpl Financial Llc
  Brooklyn, NY
• 08/2020 → Present
  Northfield Bank
  Brooklyn, NY

Previous Registrations

• 2017-06-26 → 2020-08-20
  Citigroup Global Markets Inc.
  Brooklyn, NY
  Brooklyn, NY
  Long Island City, NY
  Greenwich, CT
  Bay Shore, NY
• 2015-11-04 → 2017-06-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brooklyn, NY
  Melville, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

1)08/07/2020 - INT Private Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2020 - 200 hr/mth 2)08/07/2020 - 6917 Shore Road Condominiums - Non-Profit Board Member - non-inv rel - Brooklyn, NY - start 01/2016 3)08/07/2020 - 6917 SHORE ROAD LLC, Brooklyn, NY - Real Estate Rental - inv rel atart: 01/2016

Exams

• S66 Uniform Combined State Law Examination
  2014-12-20
• S63 Uniform Securities Agent State Law Examination
  2010-02-12

Other Names

• Ilan N. Tsapovski
• Ilan Tsapovski