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Shelley Elaine Zicolell

LPl Financial LLC

Milford, MA

Milford, MA

CRD 7023123

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2018-11-05
  • MA RA
    APPROVED_RES
    Since 2018-11-05

Branch Locations

229 Main St, Milford, MA 01757 • United States

53 Dilla St, Milford, MA 01757 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abodeely Insurance Co Milford MA 12/1985 Present
Lpl Financial Llc Milford MA 10/2018 Present
  • 12/1985 → Present
    Abodeely Insurance Co
    Milford, MA
  • 10/2018 → Present
    Lpl Financial Llc
    Milford, MA
Other Names
  • Shelly Zicolell

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
SANTANDER SECURITIES LLC

Nearby Investors

STEPHEN JOHN COFFEY
MELISSA JEAN INDELICATO
ALAN J HADAD

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · MILFORD, MA
OSAIC INSTITUTIONS, INC. · Milford, MA
LPL FINANCIAL LLC · MILFORD, MA

More in Milford, MA

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