Peter Abbate

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

• 04/2016 → 03/2018
  Valic Financial Advisors, Inc.
  Orlando, FL
• 02/2018 → 08/2019
  Jp Morgan Chase Bank, N.A.
  Orlando, FL
• 02/2018 → 08/2019
  Jp Morgan Securities, Llc
  Orlando, FL
• 08/2019 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 08/2019 → 01/2020
  Bank Of America, N.A.
  Orlando, FL
• 02/2020 → 10/2020
  Pnc Bank
  Orlando, FL
• 10/2020 → 04/2022
  Valic Financial Advisors, Inc
  Orlando, FL
• 04/2022 → 12/2023
  Lpl Financial Llc
  Maitland, FL
• 04/2022 → 12/2023
  Merit Financial Group, Llc
  Alpharetta, GA
• 12/2023 → 06/2025
  Regions Bank
  Celebration, FL
• 12/2023 → 06/2025
  Cetera Investment Advisers Llc
  Celebration, FL
• 12/2023 → 06/2025
  Cetera Investment Services Llc
  Saint Cloud, MN
• 06/2025 → Present
  Suncoast Credit Untion
  Winter Park, FL
• 06/2025 → Present
  Lpl Financial Llc
  Winter Park, FL

Previous Registrations

• 2024-01-12 → 2025-06-09
  Cetera Investment Advisers Llc
  Celebration, FL
• 2022-05-04 → 2024-01-02
  Merit Financial Advisors
  Alpharetta, GA
  Maitland, FL
• 2020-11-03 → 2022-05-03
  Valic Financial Advisors, Inc.
  Orlando, FL
• 2019-08-19 → 2020-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2018-04-05 → 2019-08-28
  J.P. Morgan Securities Llc
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2016-04-28 → 2018-03-09
  Valic Financial Advisors, Inc.
  Orlando, FL
• 2015-05-18 → 2015-12-31
  Mml Investors Services, Llc
  Orlando, FL
• 2013-03-05 → 2015-04-06
  Transamerica Financial Advisors, Llc
  Carmel, IN
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2012-12-10 → 2012-12-21
  First Command Brokerage Services, Inc.
  Orlando, FL

Other Businesses

1. Start Date: 6/23/2025 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-04-03
• S65 Uniform Investment Adviser Law Examination
  2012-09-13