Brian Robert Sardelli

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

• 03/2003 → 07/2021
  Waddell & Reed, Inc
  West Warwick, RI
• 08/2003 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Warwick, RI
• 02/2019 → 07/2021
  B Dock Properties, Llc
  West Warwick, RI
• 08/2019 → 07/2021
  East Greenwich Summer Arts & Festival Organization
  East Greenwich, RI
• 07/2021 → Present
  Lpl Financial Llc
  West Warwick, RI

Previous Registrations

• 2003-06-30 → 2021-07-21
  Waddell & Reed
  Cumberland, RI
  West Warwick, RI
  West Warwick, RI
  Hamden, CT
  Las Vegas, NV
  Dover, MA
  West Warwick, RI

Other Businesses

1) 9/2019 - Real Estate Rental - B DOCK PROPERTIES, LLC - Investment Related - 1300 Division Rd, Suite 201, W Warwick, RI 02893 2) 7/2021 - Non-Variable Insurance - Brian Sardelli - Investment Related - West Warwick, RI 3) 9/2018 - DBA for LPL Business (entity for LPL business) - THE SARDELLI GROUP - Investment Related - West Warwick, RI 4) 05/26/2022 - SARDELLI & HUTCHINSON WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/31/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-27