Sameer Yashwant Phadke

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

• 03/2014 → 05/2025
  Scf Securities, Inc.
  Fresno, CA
• 03/2014 → 05/2025
  Scf Investment Advisors, Inc.
  Fresno, CA
• 05/2025 → Present
  Lpl Financial Llc
  Orefield, PA

Previous Registrations

• 2014-03-31 → 2025-05-01
  Scf Investment Advisors, Inc.
  Fresno, CA
  Whitehall, PA
  San Diego, CA
  Orefield, PA
• 2010-08-24 → 2014-04-07
  Lpl Financial Llc
  Horsham, PA
  Whitehall, PA
• 2009-06-01 → 2010-05-19
  Morgan Stanley
  Allentown, PA
• 2008-04-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Allentown, PA
• 2006-08-29 → 2007-06-12
  Ameriprise Financial Services, Llc
  Center Valley, PA

Other Businesses

1- 05/2025 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/01/2011 - 15 hours per month/ 4 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28