Michael Joseph Fehrenback

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

• 06/2009 → 02/2017
  Morgan Stanley Smith Barney
  Mt. Laurel, NJ
• 01/2015 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2017 → 08/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 04/2017 → 08/2026
  Bank Of America, N.A.
  Mount Laurel, NJ
• 08/2026 → Present
  Lpl Financial
  Mt. Laurel, NJ

Previous Registrations

• 2017-02-24 → 2026-08-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 2009-06-01 → 2017-02-27
  Morgan Stanley
  Mount Laurel, NJ
• 2007-11-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Mt. Laurel, NJ
• 2007-04-02 → 2007-11-05
  Morgan Stanley & Co. Llc
  Voorhees, NJ
• 2002-06-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Voorhees, NJ
  Voorhees, NJ

Other Businesses

1. 08/2026 - Peak Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 8/20/2026 2. 08/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 8/20/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-12-21