Christoper George Cevasco

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

• 11/1995 → 11/2023
  Cadaret, Grant & Co., Inc.
  Lincroft, NJ
• 11/2023 → Present
  Lpl Financial Llc
  Lincroft, NJ

Previous Registrations

• 1998-01-05 → 2023-11-15
  Cadaret, Grant & Co., Inc.
  Lincroft, NJ
  Syracuse, NY
  Pt. Pleasant, NJ
  Sparta, NJ
  Point Pleasant, NJ
  Toms River, NJ
  Nutley, NJ

Other Businesses

1- 11/2023 / Accounting Services for Jeffrey Zatzkin DDS / Outside/W-2 Employment / Non Investment Related / 16 HRS Mnth / 4 Hrs During Trading / start date 01/01/2008 2- 11/2023 / Cevasco & Associates LLC / Tax Prep/Accounting/CPA / Non Investment Related / 80 HRS Mnth / 8 Hrs During Trading / start date 01/01/2016 3- 11/2023 / Christopher Cevasco / Non-Variable Insurance / Investment Related / 1 Hrs Mnth / start date 11/01/1995

Exams

• S66 Uniform Combined State Law Examination
  2017-07-15
• S63 Uniform Securities Agent State Law Examination
  1997-06-18

Other Names

• Chris Cevasco