Alexandra Lasky

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

Authority	Category	Status	Date
NY	RA	APPROVED	2024-11-15

NY RA
APPROVED

Since 2024-11-15

Branch Locations

Bethlehem, CT • United States

11 Marshall Rd Ste 2A, Wappingers Falls, NY 12590 • 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

Organization	City	State	From	To
Hudson Valley Credit Union	Poughkeepsie	NY	08/2024	Present
Globex International Group	Fairfield	CT	10/2017	07/2024
Younglife	Danbury	CT	04/2017	03/2018
Homemaker	Woodbury	CT	01/2016	04/2017
Lpl Financial Llc	Poughkeepsie	NY	08/2024	Present

08/2024 → Present

Hudson Valley Credit Union

Poughkeepsie, NY
10/2017 → 07/2024

Globex International Group

Fairfield, CT
04/2017 → 03/2018

Younglife

Danbury, CT
01/2016 → 04/2017

Homemaker

Woodbury, CT
08/2024 → Present

Lpl Financial Llc

Poughkeepsie, NY

Other Businesses

1- 08/21/2024 / Wealth Management at Hudson Valley Credit Union / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-12

S66 Uniform Combined State Law Examination

2024-11-12

Other Names

Allie Lasky
Allie Rodriguez
Alexandra Rodriguez

View on SEC IAPD