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Vincent A Melillo

LPl Financial LLC

New Providence, NJ

Florham Park, NJ

CRD 5171887

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-05
FL RA APPROVED 2025-11-03
CA RA APPROVED 2025-10-30
CT RA APPROVED 2025-10-30
NY RA APPROVED 2025-10-30
PA RA APPROVED 2025-10-30
  • NJ RA
    APPROVED
    Since 2025-11-05
  • FL RA
    APPROVED
    Since 2025-11-03
  • CA RA
    APPROVED
    Since 2025-10-30
  • CT RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2025-10-30
  • PA RA
    APPROVED
    Since 2025-10-30

Branch Locations

70 Floral Ave, New Providence, NJ 07974 • United States

248 Columbia Tpke Ste 310 07932, Florham Park, NJ 07932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abruzzo Accounting Llc Florham Park NJ 04/2022 Present
Fort Group Inc Ridgefield Park NJ 02/2018 01/2022
Sos Security Llc Parsippany NJ 01/2013 02/2018
Lpl Financial Llc Florham Park NJ 10/2025 Present
  • 04/2022 → Present
    Abruzzo Accounting Llc
    Florham Park, NJ
  • 02/2018 → 01/2022
    Fort Group Inc
    Ridgefield Park, NJ
  • 01/2013 → 02/2018
    Sos Security Llc
    Parsippany, NJ
  • 10/2025 → Present
    Lpl Financial Llc
    Florham Park, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12
Other Names
  • Vincent A Melillo
  • Vincent Anthony Melillo

View on SEC IAPD

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EDWARD JONES · NEW PROVIDENCE, NJ
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MSM FINANCIAL STRATEGIES · New Providence, NJ

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