Gian Landy Paolella

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 → 05/2017
  New York Life Investments
  New York, NY
• 05/2017 → 04/2018
  Foreside Fund Services, Llc
  New York, NY
• 06/2017 → 04/2018
  Rafferty Asset Management, Llc
  New York, NY
• 04/2018 → 09/2024
  Raymond James Financial Services, Inc.
  Morristown, NJ
• 06/2018 → 09/2024
  Raymond James Financial Services Advisors Inc.
  Morristown, NJ
• 05/2018 → Present
  Morristown Wealth Management Llp
  Morristown, NJ
• 09/2024 → Present
  Lpl Financial
  Morristown, NJ

Previous Registrations

• 2018-06-07 → 2024-09-24
  Raymond James Financial Services Advisors, Inc
  Morristown, NJ
• 2014-04-21 → 2017-05-12
  New York Life Investment Management Llc
  New York, NY
  New York, NY

Other Businesses

1 - 08/12/2024 - Morristown Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2014-04-17

Designations

• Certified Financial Planner

Other Names

• Gian Paolella