Joseph Adam Hutchinson

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

• 08/2011 → 04/2022
  Morgan Stanley Smith Barney
  Red Bank, NJ
• 01/2015 → 04/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2022 → Present
  Lpl Financial Llc
  Red Bank, NJ

Previous Registrations

• 2011-08-18 → 2022-04-25
  Morgan Stanley
  Red Bank, NJ
  Toms River, NJ
• 2008-06-09 → 2011-08-24
  Wells Fargo Clearing Services, Llc
  Oakhurst, NJ
  New Brunswick, NJ

Other Businesses

1- 04/2022 / DBA for LPL Business (entity for LPL business) / RIVERS EDGE WEALTH PARTNERS / Investment Related / 160 HR Mnth & 8 HR During Trading / At Reported Business Location(s) 2- 10/28/2025 - Damascus Road Advisory Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 11/03/2025 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-05
• S63 Uniform Securities Agent State Law Examination
  2006-04-10

Other Names

• Joseph Adam Hutchinson
• Joseph Adam Hutchinson