Michelle Castellucci

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

• 03/2012 → 11/2016
  Wells Fargo Advisors Llc
  Orange, CT
• 06/2008 → 01/2026
  Wells Fargo Bank Na
  Orange, CT
• 11/2016 → 01/2026
  Wells Fargo Clearing Services, Llc
  Orange, CT
• 04/2026 → Present
  Lpl Financial, Llc
  Milford, CT
• 02/2026 → 03/2026
  Unemployed
  Milford, CT

Previous Registrations

• 2019-04-05 → 2026-01-09
  Wells Fargo Clearing Services, Llc
  Westport, CT
  Milford, CT
  Melville, NY
  Orange, CT
  East Haven, CT
  Branford, CT
  Westport, CT
  Westport, CT
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-04-05
• S63 Uniform Securities Agent State Law Examination
  2012-05-08

Other Names

• Michelle Skinner
• Michelle Lynn Skinner