Gregory T Ruppel

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

• 04/2014 → Present
  Hackensack Golf Club
  Oradell, NJ
• 06/2019 → 08/2019
  Marks Paneth
  Westchester, NY
• 09/2016 → 12/2021
  Fairfield University
  Fairfield, CT
• 02/2022 → Present
  Lpl Financial
  Ramsey, NJ

Other Businesses

1-02/2022 / Cutler Financial Services, LLC / DBA for LPL Business (entity for LPL business / Investment Related / Ramsey, NJ 2- 10/11/2024 - Cutler Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28