Maryjo Romano

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

• 08/2012 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Oxford, CT

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Oxford, CT
• 2012-08-03 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  Oxford, CT
• 2006-10-13 → 2012-08-14
  Osaic Fa, Inc.
  Ryebrook, NY
  Paramus, NJ
  Rye Brook, NY
• 2001-09-04 → 2006-10-03
  Osaic Institutions, Inc.
  Milford, CT

Other Businesses

1. 05/01/2025- Greater Valley Chamber & Women in Networking Group- Non-profit volunteer (not on board)- Not INV Related- At Shelton, CT- Start date 01/02/2012- 2 Hours Per Month- 2 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1993-01-22

Other Names

• Maryjo Flanagan