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Abraham Tawil

LPl Financial LLC

Brooklyn, NY

San Diego, CA

CRD 8063013

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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
NY RA APPROVED 2026-03-05
  • NY RA
    APPROVED
    Since 2026-03-05

Branch Locations

Brooklyn, NY • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Baruch College New York City NY 09/2024 Present
Unemployed Deal NJ 06/2024 08/2024
Yeshivah Torat Shraga Jerusalem 09/2023 06/2024
New York Accessory Group- I. Shalom New York City NY 06/2023 08/2023
Yeshuvah Of Flatbush High School Brooklyn NY 09/2019 06/2023
Vics Ultimate Sports Camp Deal NJ 06/2022 08/2022
Vics Ultimate Sports Camp Deal NJ 06/2021 08/2021
Magen David Yeshuvah Elementary School Brooklyn NY 09/2010 06/2019
Lpl Financial Brooklyn NY 03/2025 Present
  • 09/2024 → Present
    Baruch College
    New York City, NY
  • 06/2024 → 08/2024
    Unemployed
    Deal, NJ
  • 09/2023 → 06/2024
    Yeshivah Torat Shraga
    Jerusalem
  • 06/2023 → 08/2023
    New York Accessory Group- I. Shalom
    New York City, NY
  • 09/2019 → 06/2023
    Yeshuvah Of Flatbush High School
    Brooklyn, NY
  • 06/2022 → 08/2022
    Vics Ultimate Sports Camp
    Deal, NJ
  • 06/2021 → 08/2021
    Vics Ultimate Sports Camp
    Deal, NJ
  • 09/2010 → 06/2019
    Magen David Yeshuvah Elementary School
    Brooklyn, NY
  • 03/2025 → Present
    Lpl Financial
    Brooklyn, NY
Other Businesses

1. 11/2025 - Alpha Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 12/04/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
  • S66 Uniform Combined State Law Examination
    2026-03-04

View on SEC IAPD

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