Thomas J Belisari

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

• 04/1997 → 07/2026
  Osaic Wealth, Inc.
  Philadelphia, PA
• 09/1991 → 07/2026
  Key Financial, Inc.
  West Chester, PA
• 07/2026 → Present
  Lpl Financial Llc
  Exton, PA

Previous Registrations

• 1994-12-05 → 2026-07-17
  Key Financial, Inc.
  West Chester, PA
  Exton, PA
  West Chester, PA

Other Businesses

1. 07/2026 - Zantix Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/13/2026 2. 07/2026 - Thomas J. Belisari - Non-Variable Insurance - Investment Related - 02 Hrs/Mth - 00 Hrs During Trading - Exton, PA 19341 - OBA Start Date: 11/30/1997

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-09
• S63 Uniform Securities Agent State Law Examination
  1982-11-06

Designations

• Certified Financial Planner

Other Names

• Thomas Joseph Belisari