John Menniti

Current Employers

Employment History

• 09/1998 → 11/2019
  Fidelity Investments
  Morristown, NJ
• 10/1998 → 11/2019
  Strategic Advisers
  Morristown, NJ
• 07/2018 → 11/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2020 → Present
  Lpl Financial, Llc
  Florham Park, NJ
• 12/2019 → 05/2020
  Unemployed
  East Hanover, NJ
• 05/2020 → 03/2025
  Private Portfolio Partners
  Florham Park, NJ
• 03/2025 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2020-06-01 → 2025-04-08
  Private Portfolio Partners, Llc
  Paramus, NJ
  Florham Park, NJ
• 2018-07-13 → 2019-11-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2002-07-02 → 2018-07-13
  Strategic Advisers Llc
  Morristown, NJ
  Morristown, NJ

Other Businesses

1. 5/15/2020 - Link Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/15/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 5/15/2020 - No Business Name - Investment Related - Lake Hopatcong, NJ 07849 - Real Estate Rental - Started 2/1/2012 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 1%. 3. 09/15/2023 - Madison Brokerage Corp. - Non-Variable Insurance - Independent Agent - Investment Related - At Reported Business Location(s) - Start Date 09/15/2022 - 2 Hours Per Month/ 0 Hours During Trading 4) 03/28/2025 - NewEdge Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 3.5 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-16
• S63 Uniform Securities Agent State Law Examination
  1996-04-02

Designations

Other Names

• John Dominic Menniti