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Anthony John Coletti

LPl Financial LLC

Lunenburg, MA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-15
  • NH RA
    APPROVED
    Since 2025-05-15

Branch Locations

603 Massachusetts Ave, Lunenburg, MA 01462 • 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
OrganizationCityStateFromTo
Cammack Larhette Brokerage, Inc. Wellesley MA 10/2010 08/2017
Cammack Larhette Advisors, Llc Wellesley MA 02/2011 08/2017
Cuso Financial Services, Lp San Diego CA 08/2017 05/2025
Workers Credit Union Lunenburg MA 08/2017 Present
Lpl Financial Llc Lunenburg MA 05/2025 Present
  • 10/2010 → 08/2017
    Cammack Larhette Brokerage, Inc.
    Wellesley, MA
  • 02/2011 → 08/2017
    Cammack Larhette Advisors, Llc
    Wellesley, MA
  • 08/2017 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2017 → Present
    Workers Credit Union
    Lunenburg, MA
  • 05/2025 → Present
    Lunenburg, MA
Previous Registrations
  • 2017-08-17 → 2025-05-15
    Cuso Financial Services, L.P.
    Fitchburg, MA
    Lunenburg, MA
  • 2011-02-23 → 2017-09-20
    Cammack Retirement Group
    Wellesley, MA
Other Businesses

1) 04/2025 - Workers Investments & Planning Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-18
S63 Uniform Securities Agent State Law Examination 1995-10-23
  • S65 Uniform Investment Adviser Law Examination
    2011-02-18
  • S63 Uniform Securities Agent State Law Examination
    1995-10-23
Other Names
  • Anthony J Jr Coletti
  • Aj Coletti
  • Anthony John Coletti
  • Anthony John Coletti

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