Joseph Schiro

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

• 03/2017 → 01/2022
  Morgan Stanley
  Temple Terrace, FL
• 01/2016 → 03/2017
  Nbc Universal
  Orlando, FL
• 08/2014 → 08/2017
  University Of Central Florida
  Orlando, FL
• 09/2017 → 01/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2022 → Present
  Lpl Financial Llc
  Tampa, FL
• 01/2022 → Present
  Seacoast National Bank
  Tampa, FL

Previous Registrations

• 2018-09-28 → 2022-02-01
  Morgan Stanley
  Temple Terrace, FL
  South Jordan, UT
  Palm Harbor, FL
  Tampa, FL

Other Businesses

1)12/08/2021 - Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2018-09-27