Christopher Matthew Scelsa

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

• 01/2014 → 02/2017
  Kj Designs And Consulting, Llc
  Foxboro, MA
• 05/2014 → 01/2017
  Ameriprise Financial Services, Inc.
  Wellesley, MA
• 01/2017 → 07/2021
  Waddell And Reed, Inc
  West Warwick, RI
• 01/2017 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Smithfield, RI
• 07/2021 → Present
  Lpl Financial Llc
  West Warwick, RI

Previous Registrations

• 2017-11-09 → 2021-07-21
  Waddell & Reed
  West Warwick, RI
  Hamden, CT
  West Warwick, RI

Other Businesses

1- 07/2017 / DBA for LPL Business (entity for LPL business) / The Sardelli Group / Investment Related / West Warwick, RI 2- 07/23/2024 - Sardelli and Hutchinson Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/16/2022 - 160 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-11-03

Other Names

• Chris Scelsa