Christopher M Scuderi

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

• 06/2014 → 03/2017
  John Hancock Funds Llc
  Boston, MA
• 06/2014 → 03/2017
  John Hancock
  Boston, MA
• 11/2016 → 03/2017
  John Hancock Distributors Llc
  Boston, MA
• 03/2017 → 02/2020
  Virtus Investment Partners
  Hartford, CT
• 04/2017 → 02/2020
  Vp Distributors Llc
  Hartford, CT
• 02/2020 → 01/2025
  Lincoln Financial Advisors, Inc
  Hartford, CT
• 01/2025 → Present
  Lpl Financial Llc
  Wethersfield, CT

Previous Registrations

• 2020-02-18 → 2025-01-23
  Osaic Fa, Inc.
  Hartford, CT
• 2017-04-06 → 2020-02-03
  Virtus Investment Advisers, Llc
  Hartford, CT
• 2016-01-11 → 2017-03-17
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2014-08-12 → 2014-12-31
  Signator Investors, Inc.
  Boston, MA
• 2012-02-21 → 2012-11-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Springfield, MA

Other Businesses

1)1/23/2025 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)1/23/2025 - Charter Oak Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)1/23/2025 - Christopher Scuderi/Charter Oak Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2024 - 16 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2012-02-17

Other Names

• Christopher Michael Scuderi