Robert J Martilla

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

• 10/2012 → 05/2025
  J.P. Morgan Securities Llc
  Babylon, NY
• 06/2025 → Present
  Lpl Financial Llc
  Wellington, FL

Previous Registrations

• 2012-10-01 → 2025-05-21
  J.P. Morgan Securities Llc
  Babylon, NY
  Islip, NY
  Deer Park, NY
  Deer Park, NY
  Wellington, FL
  Boynton Beach, FL
  Boynton Beach, FL
  West Palm Beach, FL
  Lake Worth, FL
  Melbourne, FL
  Wellington, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  Boynton Beach, FL
  Wellington, FL
  Wellington, FL
  West Palm Beach, FL
  Wellington, FL
• 2008-10-30 → 2012-10-01
  Chase Investment Services Corp.
  Deer Park, NY
  Bohemia, NY
  Center Moriches, NY
  Deer Park, NY
  Islip, NY
  Babylon, NY

Other Businesses

1 - 05/2025 - Prosperity Private Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 130 Hours/Month - 32.5 Hours During Trading - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-28
• S63 Uniform Securities Agent State Law Examination
  1997-10-01

Other Names

• Bob Martilla
• Robert John Martilla
• Robert J Martilla