Timothy Gavin Dabrieo

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

• 08/2007 → 07/2021
  Waddell & Reed, Inc.
  Portsmouth, NH
• 11/2007 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Nottingham, NH
• 12/2010 → 07/2017
  Seacoast Human Resources Association
  North Hampton, NH
• 07/2012 → 12/2016
  Hr State Council Of New Hampshire
  Manchster, NH
• 07/2012 → 12/2016
  Portsmouth Chamber Of Commerce
  Portsmouth, NH
• 01/2015 → 12/2016
  Hr State Council Of New Hampshire
  Manchester, NH
• 09/2015 → 07/2017
  Greater Portsmouth Chamber Of Commerce
  Portsmouth, NH
• 09/2011 → 12/2018
  Cash Coalition Of Southeastern New Hampshire
  Portsmouth, NH
• 01/2017 → 12/2018
  Hr State Council Of New Hampshire
  Manchester, NH
• 04/2018 → 12/2018
  The Chamber Collaborative Of Greater Portsmouth
  Portsmouth, NH
• 09/2018 → 07/2021
  Town Of Nottingham
  Nottingham, NH
• 01/2019 → 07/2021
  Hr State Council Of New Hampshire
  Manchester, NH
• 10/2019 → 07/2021
  Nottingham Youth Association
  Nottingham, NH
• 10/2019 → 07/2021
  Seacoast Human Resources Association
  Greenland, NH
• 10/2019 → 07/2021
  Sage Wealth Partners Llc
  Portsmouth, NH
• 07/2021 → Present
  Lpl Financial Llc
  Portsmouth, NH

Previous Registrations

• 2007-10-01 → 2021-07-21
  Waddell & Reed
  Portsmouth, NH
  Dover, MA
  Hamden, CT
  Portsmouth, NH

Other Businesses

1) 10/16/2019 - Sage Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 100HR / MO / 75 Portsmouth Boulevard, Suite 120B, Portsmouth 2) 3/31/2023 - Town of Nottingham - Not Investment Related - 139 Stage Road Nottingham NH 03290 - Non-Profit Board Member - Start Date - 04/03/2023 - 4 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-09-28

Other Names

• Timothy Dabrieo
• Tim Dabrieo