Benjamin John Lamanna

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

• 01/2016 → 01/2023
  Morgan Stanley Smith Barney Llc
  Wyomissing, PA
• 01/2016 → 01/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2023 → Present
  Lpl Financial Llc
  Wyomissing, PA

Previous Registrations

• 2016-01-19 → 2023-02-09
  Morgan Stanley
  Wyomissing, PA
• 2014-10-30 → 2015-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wyomissing, PA

Other Businesses

1) 1/2023 - Berkshire Investment Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hour per month / 100 time spent percent / 8 hours during trading / WYOMISSING, PA 2) 1/2023 - LaManna Realty LLC / Real Estate Rental / 1423 Rose Virginia Road Reading PA 19611 / Not investment related / 1 Hour per month / 1 time spent percent / 0 hours during trading / Reading PA 3) 01/13/2023 - Berkshire Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023

Exams

• S66 Uniform Combined State Law Examination
  2014-10-29

Other Names

• Ben Lamanna
• Benjamin John Lamanna
• Benjamin J La Manna
• Benjamin John La Manna