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Gina Marie Bert-Zatto

LPl Financial LLC

Westport, CT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-10
  • CT RA
    APPROVED
    Since 2026-06-10

Branch Locations

244 Post Road East, Westport, CT 06880 • 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
Lpl Financial Llc Westport CT 06/2026 Present
Webster Investments Westport CT 06/2026 Present
Citizens Securities, Inc Middletown CT 07/2016 10/2019
Key Investment Services Llc Plymouth Meeting PA 12/2019 10/2020
Citigroup Global Markets Inc. New York NY 09/2022 06/2026
N/A Fairfield CT 10/2020 07/2022
Previous Registrations
  • 2022-09-14 → 2026-06-09
    New Canaan, CT
    Stamford, CT
    New York, NY
    Fairfield, CT
    Fort Mill, SC
    Uniondale, NY
  • 2019-12-23 → 2020-10-16
    Plymouth Meeting, PA
    Fairfield, CT
  • 2016-07-26 → 2019-10-30
    Middletown, CT
    Middletown, CT
    East Hampton, CT
    Deep River, CT
  • 2014-07-30 → 2016-08-01
    Branford, CT
    Worcester, MA
    New Haven, CT
    New Haven, CT
    Bristol, RI
    Bristol, CT
    East Windsor, CT
    Waterbury, CT
    Newington, CT
    Southington, CT
    Wolcott, CT
    Waterbury, CT
    Plainville, CT
    Newington, CT
    Newington, CT
  • 2012-08-02 → 2014-07-21
    Milford, CT
    Guilford, CT
    Orange, CT
  • 2012-06-26 → 2012-08-03
    Norwalk, CT
  • 2010-11-10 → 2012-05-09
    Msi Financial Services, Inc.
    Shelton, CT
Other Businesses

1: 06/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Webster Investments - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-06
  • S66 Uniform Combined State Law Examination
    2010-11-06
Other Names
  • Gina Bert Zatto
  • Gina Marie Bert
  • Gina Marie Scopelliti
  • Gina Marie Bert Zatto
  • Gina Marie Zatto

View on SEC IAPD

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