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Michael Cirillo

LPl Financial LLC

Hamilton, NJ

Fort Mill, SC

CRD 5233757

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-10-17
  • NJ RA
    APPROVED
    Since 2023-10-17

Branch Locations

Hamilton, NJ • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Pennington NJ 10/2006 09/2023
Bank Of America, N.A. Pennington NJ 08/2011 09/2023
Lpl Financial Llc Hamilton NJ 09/2023 Present
  • 10/2006 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Pennington, NJ
  • 08/2011 → 09/2023
    Bank Of America, N.A.
    Pennington, NJ
  • 09/2023 → Present
    Hamilton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-05
  • S66 Uniform Combined State Law Examination
    2007-02-05

View on SEC IAPD

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