Zachary Ryan Landy

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

• 11/2024 → 07/2025
  Cadaret, Grant & Co., Inc.
  Wappingers Falls, NY
• 09/2023 → 11/2024
  Vassar College
  Poughkeepsie, NY
• 02/2021 → 08/2023
  Utica University
  Utica, NY
• 05/2023 → 08/2023
  Hittas Club Inc.
  Massapequa, NY
• 09/2021 → 05/2023
  Mohawk Valley Baseball Academy
  Utica, NY
• 05/2022 → 09/2022
  Utica University
  Utica, NY
• 08/2019 → 02/2021
  Crunch Fitness
  Massapequa, NY
• 03/2020 → 09/2020
  Unemployed
  Massapequa, NY
• 08/2019 → 02/2021
  New York Islanders Hockey Club
  East Meadow, NY
• 08/2017 → 05/2019
  Alvernia University
  Reading, PA
• 06/2019 → 08/2019
  Lobster Shack
  Seaford, NY
• 08/2015 → 05/2019
  Alvernia University
  Reading, PA
• 08/2021 → 08/2023
  Utica University
  Utica, NY
• 07/2024 → 10/2024
  Cadet Player Development Academy Hitters
  Fishkill, NY
• 01/2015 → 08/2017
  Unemployed
  Massapequa, NY
• 07/2025 → Present
  Lpl Financial Llc
  Wappingers Falls, NY

Previous Registrations

• 2025-03-24 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Wappingers Falls, NY

Other Businesses

1. 07/2025 - Professional Financial Consultants - DBA for LPL Business (entity for LPL business) - Wappingers Falls, NY - INV REL - Start Date 11/12/2024 - 160hrs/mth | 160hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-03-11