Frederick Russell Bitsky

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
VA	RA	APPROVED	2013-08-09
CT	RA	APPROVED	1995-01-19

VA RA
APPROVED

Since 2013-08-09
CT RA
APPROVED

Since 1995-01-19

Branch Locations

Westport, CT • United States

Wealthguard Llc

Westport, CT • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2003-06-04

CT RA
APPROVED

Since 2003-06-04

Branch Locations

Westport, CT • 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
Linsco/Private Ledger Corp.	Southport	CT	11/1994	Present
Wealthguard Llc	Westport	CT	06/2003	Present

11/1994 → Present

Linsco/Private Ledger Corp.

Southport, CT
06/2003 → Present

Wealthguard Llc

Westport, CT

Other Businesses

1. WEALTHGUARD LLC, A REGISTERED INVESTMENT ADVISOR / PREPARES FINANCIAL ACTION PLANS AND SUPPORING DOCUMENTATION / WESTPORT, CT / APPROVED JULY 16, 2003 2. 01/07/2013: DBA ONLY / WEALTHGUARD LLC /TIME SPENT 5% /WESTPORT , CT

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-01-17

S63 Uniform Securities Agent State Law Examination

1991-01-17

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Lpl Financial Llc

Wealthguard Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Reviews