Kassandra Lynn Tetley

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

• 08/2018 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2015 → 05/2018
  Bentley University
  Waltham, MA
• 08/2018 → 04/2021
  Bank Of America
  Boston, MA
• 02/2026 → Present
  Lpl Financial, Llc
  Stamford, CT
• 10/2025 → Present
  Webster Bank
  Stamford, CT
• 05/2018 → 08/2018
  Unemployed
  Wood River Junction, RI

Previous Registrations

• 2021-11-03 → 2025-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  New York, NY
  Providence, RI

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments- Investment Related - At Reported Business Location (s) - Start Date: 02/2026

Exams

• S66 Uniform Combined State Law Examination
  2021-11-02

Other Names

• Kassandra Lynn Makowski
• Kassandra Makowski
• Kassandra Tetley