Raymond Anthony Abreu

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

• 08/2017 → 11/2021
  Advance Auto Parts
  Pawling, NY
• 11/2021 → Present
  Hudson Valley Credit Union
  Poughkeepsie, NY
• 12/2022 → Present
  Lpl Financial Llc
  Poughkeepsie, NY
• 10/2012 → 08/2017
  Dover Middle/High School
  Dover Plains, NY

Other Businesses

1.12/14/2022; HVCU; NOTARY; Investment Related; Poughkeepsie,NY; Start Date 11/14/2022; 8hrs/mth; ALLhrs during trading 2.12/14/2022; HUDSON VALLEY CREDIT UNION; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 11/15/2021; 128hrs/mth; 8hrs during trading 3.12/14/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name WEALTH MANAGEMENT AT HUDSON VALLEY CREDIT UNION; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 4.07/28/2026; HUDSON VALLEY CREDIT UNION; Mortgage/Real Estate Services; Not Investment Related; Poughkeepsie,NY; Start Date 06/09/2026; 8hrs/mth; 8hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-04-18

Other Names

• Raymond Anthony Abreu
• Raymond A Abreu