Michael Aldo Gandolfini

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

• 11/2019 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
• 02/2016 → 03/2018
  Reborn Cabinets
  Anahiem, CA
• 03/2018 → 07/2018
  Care Free Home Pros
  Avon, CT
• 07/2018 → 02/2019
  Total Mechanical Systems
  Plainville, CT
• 03/2019 → 10/2019
  Unemployed
  West Hartford, CT
• 11/2019 → 12/2022
  Bank Of America, N.A
  Hartford, CT
• 12/2022 → 05/2024
  J.P. Morgan Securities Llc
  Avon, CT
• 12/2022 → 05/2024
  Jpmorgan Chase Bank, N.A.
  Avon, CT
• 05/2024 → Present
  Lpl Financial Llc
  Rocky Hill, CT

Previous Registrations

• 2022-12-21 → 2024-05-15
  J.P. Morgan Securities Llc
  Storrs Mansfield, CT
  Hartford, CT
  Wethersfield, CT
  Avon, CT
• 2020-03-09 → 2023-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hartford, CT

Other Businesses

1) 05/02/2024 - WealthWise Capital Management Gandolfini, Rabassa & associates - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-06

Other Names

• Mike Gandolfini
• Michael Gandolfini
• Michael A Gandolfini
• Mike A Gandolfini