Michael J Calandruccio

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

• 04/2016 → 06/2017
  Kestra Financial Services, Inc.
  Austin, TX
• 06/2017 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2017 → Present
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Burlington, NJ

Previous Registrations

• 2017-06-08 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Springfield, VA
  Springfield, VA
  Waverly, IA
  Suitland, MD
  Burlington, NJ
• 2016-05-05 → 2017-06-01
  Kestra Advisory Services, Llc
  Alexandria, VA
• 2015-07-31 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Alexandria, VA
• 2012-10-05 → 2015-12-03
  Usadvisors Wealth Management, Llc
  Alexandria, VA
• 2011-03-11 → 2012-11-14
  Securities America Advisors, Inc.
  Alexandria, VA
• 2008-04-02 → 2011-02-07
  Cuso Financial Services, L.P.
  Alexandria, VA
  Alexandria, VA
  Hanover, MD
• 2008-02-01 → 2008-04-08
  Kestra Investment Services, Llc
  Austin, TX
  Alexandria, VA
• 2007-01-24 → 2008-02-19
  Ifmg Securities, Inc.
  Bethesda, MD
  Gaithersburg, MD
  Olney, MD
  Frederick, MD
  Frederick, MD
  Harrisburg, PA
  Bethesda, MD
  Olney, MD
  Hagerstown, MD
  Hagerstown, MD
  Gaithersburg, MD
  Frederick, MD
  Frederick, MD
  Frederick, MD
• 2006-10-02 → 2006-10-03
  Lara, Shull & May, Ltd
  Falls Church, VA
  Falls Church, VA
• 2006-03-14 → 2006-05-11
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2005-01-03 → 2006-02-24
  Ryan Beck & Co.
  Baltimore, MD
  Baltimore, MD
• 2003-04-23 → 2003-08-07
  Quick & Reilly, Inc.
  Newton, MA
• 2002-06-26 → 2002-12-31
  Truist Investment Services, Inc.
  Alexandria, VA

Other Businesses

1. 05-18-2022-Andrews Investment Services-Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-19
• S65 Uniform Investment Adviser Law Examination
  1996-05-31

Other Names

• Michael Yue
• Michael Calandruccio
• Michael Calandruccio