Alexander L Guiliano

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

• 08/2011 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 02/2012 → 09/2022
  Bank Of America, N.A.
  Paramus, NJ
• 09/2022 → Present
  Lpl Financial Llc
  Ridgewood, NJ

Previous Registrations

• 2011-12-19 → 2022-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ

Other Businesses

1) 9/2022- Resonate Wealth Partners, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Hoboken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-12-15

Other Names

• Alexander L Guiliano
• Alexander Lee Guiliano