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Robert John Engelhardt

LPl Financial LLC

Massapequa, NY

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-15
  • NY RA
    APPROVED
    Since 2025-09-15

Branch Locations

571 Broadway, Massapequa, NY 11758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc. Holbrook NY 08/2003 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 09/2025
Lpl Financial Llc Massapequa NY 09/2025 Present
  • 08/2003 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → 09/2025
    Scottsdale, AZ
  • 09/2025 → Present
    Massapequa, NY
Previous Registrations
  • 2024-10-11 → 2025-09-17
    Scottsdale, AZ
    Massapequa, NY
  • 2007-09-12 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1) 09/11/2025 - Engelhardt Wealth Management / President / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) Start date 01/01/2023 - Start date Total 120 Hours per month - 120 Total Hours per month during trading 2) 09/11/2025 - National Life of Vermont / Non-Variable Insurance / Non Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2013 - 4 Hours per month 3) 09/11/2025 - Crump / Insurance Representative / Non-Variable Insurance / Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2003 - 5 Hours per month 4) 09/11/2025 - FMG / ECA Marketing / Non-Variable Insurance / Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2013 - 4 Hours per month 5) 09/11/2025 - Flat Fee Property Tax Grieving / Business Owner / Inv Related / MASSAPEQUA NY 11758 / Start date 01/01/2018 - 2 Hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-22
S63 Uniform Securities Agent State Law Examination 1997-10-23
  • S65 Uniform Investment Adviser Law Examination
    1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1997-10-23
Other Names
  • Robert Engelhardt

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