Shane J. Colamarino

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

• 10/2012 → 06/2019
  Foresters Financial
  Albany, NY
• 03/2013 → 06/2019
  Foresters Advisory Services Llc
  Albany, NY
• 06/2019 → 11/2021
  Cetera Investment Advisers Llc
  Latham, NY
• 06/2019 → 11/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 11/2021 → Present
  Lpl Financial, Llc
  Queensbury, NY

Previous Registrations

• 2020-06-26 → 2021-11-16
  Cetera Investment Advisers Llc
  Latham, NY

Other Businesses

1. 11/15/2021 - COLAMARINO RETIREMENT STRATEGIES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 11/12/2021 - 160 Hours Per Month/100 Hours During Securities Trading - Time Spent 100%. 2. 12/3/2021 - Independent Order of Foresters - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 12/03/2021 - 10 Hours Per Month/1 Hours During Securities Trading. 3. 12/16/2021 - Colamarino Retirement Strategies and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/15/2021 - 160 Hours Per Month/7 Hours During Securities Trading. 4. 04/05/2023 - Align Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/22/2023 - 160 Hours Per Month/7 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-24
• S63 Uniform Securities Agent State Law Examination
  2007-01-03