Andrew Fortunato Clemenza

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

• 01/2014 → 06/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 01/2014 → 06/2023
  Securian Financial Services, Inc
  St Paul, MN
• 01/2014 → 06/2023
  Allied Wealth Partners
  Uniondale, NY
• 08/2012 → 06/2023
  Acquisitions & Development Llc
  Howard Beach, NY
• 06/2023 → Present
  Lpl Financial Llc
  Howard Beach, NY

Previous Registrations

• 2021-05-29 → 2023-07-03
  Securian Financial Services, Inc.
  Uniondale, NY

Other Businesses

1) 06/05/2023 - C&A Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 1610 Hr/Mth 2) 06/05/2023 - Andrew Clemenza - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 30 Hr/Mth 3) 06/05/2023 - Acquisitions & Development LLC - Real Estate Rental - Inv Rel - Howard Beach, NY - Start: 11/2012 - 10 Hr/Mth 4) 01/23/2024 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/01/2023 - 10 Hours Per Month/ 1 Hour During Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-12-17
• S63 Uniform Securities Agent State Law Examination
  2010-02-18

Other Names

• Andrew Clemenza