Michael Joseph Agriesti

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

• 05/2001 → 08/2021
  Lincoln National Life
  Columbus, OH
• 05/2001 → 08/2021
  Lincoln Financial Advisors
  Columbus, OH
• 08/2021 → Present
  Lpl Financial. Llc
  Columbus, OH
• 08/2021 → Present
  Gladstone Wealth Partners
  Columbus, OH

Previous Registrations

• 2001-05-23 → 2021-09-01
  Osaic Fa, Inc.
  Columbus, OH
  Columbus, OH

Other Businesses

1) 9/2016 - DBA for LPL Business (entity for LPL business) - Bluestone Wealth Partners - Investment Related - 98% - Columbus, OH 43235 2) 9/2016 - Non-Variable Insurance - Bluestone Wealth Partners - Investment Related - 98% - Columbus, OH 43235 3) 9/8/2021 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/01/2021 - 200 Hours Per Month/9 Hours During Securities Trading - Time Spent 98% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 09/2021 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Bluestone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 5) 09/2021 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-02