Brandon Schpero Pepe

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

• 06/2009 → 07/2021
  Waddell & Reed, Inc.
  Milford, CT
• 09/2009 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Orange, CT
• 03/2010 → 02/2019
  Amity Regional School District #5
  Woodbridge, CT
• 07/2014 → 02/2019
  Progression Lacrosse
  Weston, CT
• 10/2016 → Present
  Bni- Orange, Ct
  Orange, CT
• 12/2020 → Present
  Carriage 7B Realty, Llc
  Milford, CT
• 07/2021 → Present
  Lpl Financial Llc
  Milford, CT

Previous Registrations

• 2009-08-06 → 2021-07-21
  Waddell & Reed
  Hamden, CT
  West Haven, CT
  Milford, CT

Other Businesses

1) 12/15/2021 - Pepe Financial / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 100 HR / MO / 515 Carriage Drive Orange, CT 06477 2) 10/15/2009 - Crump/AOCP / Other - Non-Variable Insurance Trails Only / Investment Related / 1HR MO / 1 % / 72 Wheels Farm Rd, Milford, CT 06461 3) 1/1/2021 - Carriage 7B Realty, LLC / Real Estate Rental / 1 HR MO / 472 Wheels Farm Rd, Milford, CT 06461

Exams

• S66 Uniform Combined State Law Examination
  2009-08-05

Designations

• Certified Financial Planner

Other Names

• Brandon Schpero Pepe
• Brandon S Pepe
• Brandon Pepe