Deirdre Mary Mcelroy

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
MD	RA	APPROVED	2007-12-20

MD RA
APPROVED

Since 2007-12-20

Branch Locations

Columbia, MD • 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
Lpl Financial, Llc	Columbia	MD	12/2007	Present

12/2007 → Present

Lpl Financial, Llc

Columbia, MD

Previous Registrations

2005-01-14 → 2007-06-21

Citigroup Global Markets Inc.

Baltimore, MD

Baltimore, MD
2001-09-28 → 2005-01-27

Legg Mason Wood Walker, Incorporated

Baltimore, MD

Other Businesses

1- 12/01/2025 - Poshmark - Other - Reselling Hobbyist - Not Investment Related - Home Based - Start Date 11/14/2025 - 4 hours per month/ 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-08-29
S63	Uniform Securities Agent State Law Examination	1993-10-25

S66 Uniform Combined State Law Examination

2001-08-29
S63 Uniform Securities Agent State Law Examination

1993-10-25

Designations

Certified Financial Planner

Other Names

Deirdre Mary Mcelroy
Dierdre Mary Mcelroy

View on SEC IAPD