Christopher Lawrence Zellman

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

• 05/2001 → 09/2017
  Tfs Securities, Inc.
  Lincroft, NJ
• 09/2017 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 12/2004 → 04/2022
  Csc
  Wilmington, DE
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  West Chester, PA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  West Chester, PA
  Rockville, MD
• 2017-09-20 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  West Chester, PA
• 2006-12-06 → 2017-09-20
  World Investments, Llc
  Bayonne, NJ
  West Chester, PA

Other Businesses

1- 05/2025 - Christopher L. Zellman, CPA, - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/1997 - 10 hours per month/ during trading 2- 05/2025 - Zellman Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/20/2017 - 20 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-23

Designations

• Certified Financial Planner