Albert David Troisi

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-10

NY RA
APPROVED

Since 2025-07-10

Branch Locations

Penn Yan, NY • 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

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Penn Yan	NY	01/2008	07/2025
Insight Financial	Penn Yan	NY	01/2008	Present
Lpl Financial Llc	Penn Yan	NY	07/2025	Present

01/2008 → 07/2025

Cadaret, Grant & Co., Inc.

Penn Yan, NY
01/2008 → Present

Insight Financial

Penn Yan, NY
07/2025 → Present

Lpl Financial Llc

Penn Yan, NY

Previous Registrations

2021-05-04 → 2025-07-10

Cadaret, Grant & Co., Inc.

Penn Yan, NY

Penn Yan, NY

Other Businesses

1. 07/2025 - The Villa on Esperanza - Real Estate Rental - Keuka Park, NY - INV REL - Start Date 04/19/2024 - 1hr/mth | 0hrs during trading 2. 07/2025 - ALBERT TROISI - Artist/ Musician - Penn Yan, NY - NOT INV REL - Start Date 01/01/1976 - 4hrs/mth | 0hrs during trading 3. 07/2025 - COLONIAL VOLUNTARY BENEFITS - Non-Variable Insurance - Columbia, SC - INV REL - Start Date 01/01/2008 - 1hr/mth | 1hr during trading 4. 07/2025 - Insight Financial - DBA for LPL Business (entity for LPL business) - Penn Yan, NY - INV REL - Start Date 01/01/2008 - 160hrs/mth | 160hrs during trading 5. 07/2025 - Insight Financial - Non-Variable Insurance - Penn Yan, NY - INV REL - Start Date 01/01/2016 - 3hrs/mth | 2hrs during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-01-03

S63 Uniform Securities Agent State Law Examination

1984-01-03

View on SEC IAPD