Visonja Andrianopoulos

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

• 05/2016 → 07/2019
  Tiaa
  Waltham, MA
• 05/2016 → 07/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA
• 10/2019 → 02/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2019 → 02/2020
  Millbury Federal Credit Union
  Millbury, MA
• 02/2020 → 07/2020
  Citizens Securities, Inc.
  Weston, MA
• 07/2020 → 10/2022
  Clarfeld Financial Advisors, Llc
  Tarrytown, NY
• 08/2021 → 10/2022
  Citizens Bank
  Chestnut Hill, MA
• 10/2022 → Present
  Wilmington Trust
  Boston, MA
• 06/2023 → Present
  Lpl Financial
  Boston, MA

Previous Registrations

• 2021-09-07 → 2022-10-06
  Citizens Securities, Inc.
  Hudson, MA
  Weston, MA
  Johnston, RI
  Hudson, MA
• 2020-08-25 → 2022-10-06
  Citizens Private Wealth
  Chestnut Hill, MA
  Tarrytown, NY
  Weston, MA
• 2020-03-03 → 2020-07-15
  Citizens Securities, Inc.
  Framingham, MA
  Framingham, MA
  Weston, MA
  Braintree, MA
  Framingham, MA
• 2019-11-05 → 2020-02-28
  Cuso Financial Services, L.P.
  Millbury, MA
• 2016-05-16 → 2019-08-15
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA
• 2015-01-29 → 2016-05-03
  Citizens Securities, Inc.
  Framingham, MA
  Hudson, MA
  Gardner, MA
  Hudson, MA

Other Businesses

1) 5/31/2023- Wilmington Advisors @ M&T - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business locaiton(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-27
• S63 Uniform Securities Agent State Law Examination
  2013-06-18

Other Names

• Sonia Andrianopoulos
• Sonja Andrianopoulos