Marcello Salvatore Cutrupi

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

• 11/2014 → 07/2020
  Investacorp Inc
  Miami, FL
• 11/2014 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 09/2021
  Securities America, Inc.
  Galion, OH
• 07/2020 → 09/2021
  Securities America Advisors, Inc.
  Galion, OH
• 09/2021 → Present
  Lpl Financial
  Galion, OH

Previous Registrations

• 2020-07-17 → 2021-10-15
  Securities America Advisors, Inc.
  Galion, OH
• 2014-11-17 → 2020-07-17
  Investacorp Advisory Services Inc
  Galion, OH
• 2009-03-23 → 2014-12-08
  Wrp Investments, Inc.
  Youngstown, OH
  Galion, OH
  Columbus, OH
  Youngstown, OH
• 2007-12-19 → 2009-03-24
  Lpl Financial Llc
  Galion, OH
  Boston, MA
  Galion, OH
• 2004-02-18 → 2007-12-20
  Kestra Investment Services, Llc
  Galion, OH
  Galion, OH
• 2002-01-02 → 2004-02-19
  Stifel, Nicolaus & Company, Incorporated
  Mansfield, OH

Other Businesses

1. 5/2012 - DBA for LPL Business (entity for LPL business) - CUTRUPI & ASSOCIATES FINANCIAL GROUP, INC - Investment Related - Gallion, OH 44833 2. 11/08/2022 - cutrupi & associates Financial group inc - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 10/27/2022 - 10 Hours Per Month/1 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-24

Other Names

• Marcello Cutrupi