Maria Elizabeth Zoll

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

• 09/2014 → 05/2017
  Deloitte & Touche
  Jericho, NY
• 05/2017 → 07/2019
  Computer Associates/Broadcom
  Islandia, NY
• 01/2019 → 05/2020
  Eastridge Solutions
  Northport, NY
• 11/2019 → 06/2020
  Axa Advisors, Llc
  Melville, NY
• 11/2019 → 06/2021
  Equitable Advisors, Llc
  Melville, NY
• 07/2021 → 07/2023
  Royal Alliance
  Hauppauge, NY
• 08/2023 → Present
  Lpl Financial Llc
  East Northport, NY

Previous Registrations

• 2021-07-16 → 2023-08-04
  Osaic Wealth, Inc.
  Hauppauge, NY
  East Northport, NY
• 2020-02-05 → 2021-07-27
  Equitable Advisors, Llc
  Melville, NY

Other Businesses

1) 07/27/2023 - Maria Zoll Tax & Advisory Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/27/2023 - Maria Zoll Strategic Partners - Business Entity For Investment Purposes Only - Entity for Brokerage, Advisory, Variable & Fixed Business - Investment related - 140 Hours per month - Start date: 08/01/2023. 3) 07/27/2023 - REAL ESTATE RENTALS (4) - owner - NY 11772, NY 11731, FL 32114 & NY 11731 - Non-Investment related - 2 Hours per month - Start date: 05/0/2018. 4) 07/27/2023 - Maria Zoll Tax & Advisory Services - Tax Prep/Accounting - Owner - ny 11731 - Investment related - 40 Hours per month - Start date: 11/0/2021.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-28

Other Names

• Maria Zoll
• Maria Feehan