Donald G Blumberg

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 → 12/2016
  Shandon Court
  East Islip, NY
• 01/2017 → 05/2020
  Geneso Campus Auxiliary Services
  Geneso, NY
• 01/2018 → 12/2019
  Local Burger Bay Shore
  Bay Shore, NJ
• 01/2020 → Present
  Comprehensive Financial
  East Islip, NY
• 12/2019 → 03/2025
  The Investment Center Inc
  East Islip, NY
• 08/2020 → Present
  Ic Advisory Services Inc
  East Islip, NY
• 03/2025 → Present
  Lpl Financial Llc
  East Islip, NY

Previous Registrations

• 2020-08-12 → 2025-03-12
  Ic Advisory Services, Inc.
  East Islip, NY
  Bedminster, NJ

Other Businesses

1. 03/06/2025- Comprehensive Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/19/2019- 173 Hours Per Month- 141 Hours During Trading 2. 03/06/2025- CF Advisory Services, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/19/2019- 173 Hours Per Month- 141 Hours During Trading 3. 03/06/2025- Comprehensive Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/19/2019- 5 Hours Per Month- 5 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-07-18

Designations

• Certified Financial Planner