Paul Anthony Cuda

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
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

80 Wolf Rd Ste 301, Albany, NY 12205-2608 • United States

7 Airport Park Blvd., Latham, NY 12110 • 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
Cusack & Company, Cpa'S	Waterford	NY	01/1990	Present
Lpl Financial, Llc	Albany	NY	06/2004	Present
Private Advisor Group	Albany	NY	04/2016	Present

01/1990 → Present

Cusack & Company, Cpa'S

Waterford, NY
06/2004 → Present

Lpl Financial, Llc

Albany, NY
04/2016 → Present

Private Advisor Group

Albany, NY

Other Businesses

1. 6/2/2004: DBA ONLY - ALBANY FINANCIAL GROUP - ALBANY, NY. 2. 6/2/2004: CPA AFFILIATE PROGRAM - CPA. 3. 1/11/2012: TAX PREP/ACCOUNTING/BOOKKEEPING - CUSACK AND COMPANY CPAS - CPA - 100% OF TIME SPENT 4. 04/05/2016 * PRIVATE ADVISOR GROUP * Registered Investment Advisor * (Hybrid) PRIVATE ADVISOR GROUP * INV REL * AT REPORTED BUSINESS LOCATION(S) * CHARGE WRAP FEES * TIME SPENT 1%

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-01-24

S63 Uniform Securities Agent State Law Examination

2000-01-24

View on SEC IAPD

Employer firm

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

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