Ahmadzia Hatami

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-08-06
NY	RA	APPROVED	2021-08-03

TX RA
APPROVED_RES

Since 2024-08-06
NY RA
APPROVED

Since 2021-08-03

Branch Locations

361 Sunrise Highway, Patchogue, NY 11772 • United States

532 Old Town Rd, Port Jefferson, NY 11776 • 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

Organization	City	State	From	To
Astoria Federal	Ridge	NY	07/1998	10/2017
Lpl Financial, Llc	Port Washington	NY	05/2008	Present
Webster Bank	Port Washington	NY	09/2021	Present

07/1998 → 10/2017

Astoria Federal

Ridge, NY
05/2008 → Present

Lpl Financial, Llc

Port Washington, NY
09/2021 → Present

Webster Bank

Port Washington, NY

Other Businesses

1. 09/03/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date: 09/03/2021. 2. 10/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Investment Related - At Reported Business Location(s) - Start Date 11/13/2025 - 160 hours per month/ during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-03-03

S63 Uniform Securities Agent State Law Examination

2007-03-03

Other Names

Ahmad Hatami

View on SEC IAPD