Adelina Patrica Vela

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

• 04/2009 → 06/2018
  Foresters Financial Services
  Canonsburg, PA
• 09/2017 → 06/2018
  Foresters Advisory Services Llc
  Canonsburg, PA
• 06/2018 → 01/2021
  Foresters Financial Services
  Cleveland, OH
• 06/2018 → 01/2021
  Foresters Advisory Services Llc
  Cleveland, OH
• 10/2018 → 01/2021
  Wesbanco Securities Inc.
  St Clairsville, OH
• 01/2021 → Present
  Lpl Financial Llc
  Saint Clairsville, OH

Previous Registrations

• 2018-10-09 → 2021-02-18
  Wesbanco Securities, Inc.
  Wheeling, WV
  St Clairsville, OH
• 2017-09-12 → 2018-10-09
  Foresters Advisory Services, Llc
  Canonsburg, PA
  Independence, OH

Other Businesses

1)01/12/2021-Balmville Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 - 170 Hr/Mth 2)01/21/2022 - Hudson River Venue - Not Investment Related - 4 Chelsea View Terr Newburgh NY 12550 - Other-Business Owner - Co-Founder and Developer - Start Date: 02/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-08
• S63 Uniform Securities Agent State Law Examination
  2009-07-14

Other Names

• Adelina Patricia Chiudiono
• Adelina Patricia Bartolovich
• Adelina Patrica Chiudioni
• Adelina Patrica Bartolovich