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Craig William Strassell

LPl Financial LLC

Pittsfield, MA

CRD 5120233

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2010-05-28
  • MA RA
    APPROVED
    Since 2010-05-28

Branch Locations

Pittsfield, MA • 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 Pittsfield MA 05/2010 Present
  • 05/2010 → Present
    Lpl Financial
    Pittsfield, MA
Other Businesses

1. 05/27/10 - LINKS/ REAL ESTATE COMPANY, BUY, FIX UP, AND RENT APARTMENT UNITS/ PITTSFIELD, MA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-22
S63 Uniform Securities Agent State Law Examination 2006-06-01
  • S65 Uniform Investment Adviser Law Examination
    2006-06-22
  • S63 Uniform Securities Agent State Law Examination
    2006-06-01

View on SEC IAPD

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