Solomon Mario Lamacchio

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

• 05/2015 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 08/2015 → 01/2020
  Bank Of America, N.A.
  Bloomfield Hills, MI
• 01/2020 → Present
  Wealthcare Advisory Partners, Llc
  Bloomfield Hills, MI
• 01/2020 → Present
  Lpl Financial, Llc
  Bloomfield Hills, MI

Previous Registrations

• 2015-09-24 → 2020-01-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Farmington Hills, MI
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

1. 1/28/2020 - Wealthcare Advisory Partners - DBA: (Hybrid) Wealthcare Management Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 2. 1/28/2020 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 1/2020 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 1/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 04/22/2022 - FINANCIAL WELLNESS SOLUTIONS LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/19/2022 - 300 Hours Per Month/8 Hours During Securities Trading. 4. 05/18/2022 - LaMacchio Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/16/2022 - 40 Hours Per Month/4 Hours During Securities Trading 5. 09/02/2022 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Rep - Start Date - 1/2020 - 160 Hours Per Month/130 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-22

Other Names

• Solomon M Lamacchio