Robert Charles Litwin

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

• 01/2015 → 09/2018
  Pnc Investments Llc
  Linwood, NJ
• 09/2018 → Present
  Lpl Financial, Llc
  Northfield, NJ

Previous Registrations

• 2015-01-15 → 2018-10-04
  Pnc Wealth Management Llc
  Linwood, NJ
  Mays Landing, NJ
  Pleasantville, NJ
  Absecon, NJ
• 2011-02-18 → 2014-03-03
  Northwestern Mutual Investment Services, Llc
  Mount Laurel, NJ
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1)09/28/2018 - DBA for LPL Business (entity for LPL business) - Gladstone Advisors - 98% - INVESTMENT RELATED - BEDMINSTER, NJ 07921 2)09/28/2018 - Non-Variable Insurance Trails Only - ROBERT LITWIN - INVESTMENT RELATED - MOUNT LAUREL, NJ 08054 3)09/28/2018 - Real Estate Rental - 18 Sandy Point Dr Brick, NJ 08723 - 1% - INVESTMENT RELATED - BRICK, NJ 08723 4) 04/23/2019 - Evolution Financial Group - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/01/2019 - 2 hrs/mo - 2 hrs during trading. 5) 12/24/2019 - Sand Dollar Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2019 - 160 Hours Per Month/7 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-17
• S63 Uniform Securities Agent State Law Examination
  1998-04-10