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Salvatore Di Benedetto

LPl Financial LLC

Fort Myers, FL

Bonita Springs, FL

CRD 3171879

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-28
  • FL RA
    APPROVED
    Since 2025-05-28

Branch Locations

19750 South Tamiami Trail, Fort Myers, FL 33908 • United States

25183 Chamber Of Commerce Dr, Bonita Springs, FL 34135 • 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
OrganizationCityStateFromTo
Jp Morgan Chase Staten Island NY 02/2012 10/2016
Staten Island Wrestling Academy Staten Island NY 09/2012 10/2016
J.P. Morgan Securities Llc Staten Island NY 10/2012 10/2016
Signator Investors, Inc. Livingston NJ 10/2016 10/2017
Truist Investment Services, Inc. Atlanta GA 04/2022 08/2022
Sd Legacy Partners Naples FL 07/2020 01/2022
Cypress Trust Co. Naples FL 06/2019 02/2020
Envision Partners Staten Island NY 02/2017 04/2019
Whelan Scott Asset Mgmt Livingston NJ 04/2016 02/2017
Unemployed Naples DC 02/2020 07/2020
Truist Investment Services, Inc. Naples FL 09/2022 09/2023
Truist Advisory Services, Inc. Naples FL 09/2022 09/2023
Suncoast Credit Union Fort Myers FL 05/2025 Present
Lpl Financial Llc Fort Myers FL 05/2025 Present
Collier County Public Schools Naples FL 10/2024 05/2025
Unemployed Naples FL 10/2023 10/2024
Collier County Public Schools Naples FL 10/2018 10/2024
Truist Wealth Management Naples FL 05/2023 09/2024
  • 02/2012 → 10/2016
    Jp Morgan Chase
    Staten Island, NY
  • 09/2012 → 10/2016
    Staten Island Wrestling Academy
    Staten Island, NY
  • 10/2012 → 10/2016
    J.P. Morgan Securities Llc
    Staten Island, NY
  • 10/2016 → 10/2017
    Signator Investors, Inc.
    Livingston, NJ
  • 04/2022 → 08/2022
    Truist Investment Services, Inc.
    Atlanta, GA
  • 07/2020 → 01/2022
    Sd Legacy Partners
    Naples, FL
  • 06/2019 → 02/2020
    Cypress Trust Co.
    Naples, FL
  • 02/2017 → 04/2019
    Envision Partners
    Staten Island, NY
  • 04/2016 → 02/2017
    Whelan Scott Asset Mgmt
    Livingston, NJ
  • 02/2020 → 07/2020
    Unemployed
    Naples, DC
  • 09/2022 → 09/2023
    Truist Investment Services, Inc.
    Naples, FL
  • 09/2022 → 09/2023
    Naples, FL
  • 05/2025 → Present
    Suncoast Credit Union
    Fort Myers, FL
  • 05/2025 → Present
    Fort Myers, FL
  • 10/2024 → 05/2025
    Collier County Public Schools
    Naples, FL
  • 10/2023 → 10/2024
    Unemployed
    Naples, FL
  • 10/2018 → 10/2024
    Collier County Public Schools
    Naples, FL
  • 05/2023 → 09/2024
    Truist Wealth Management
    Naples, FL
Previous Registrations
Other Businesses

1. State Date: 5/27/2025 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. -  Time Spent: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-15
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2022-09-15
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26
Other Names
  • Sal Di Benedetto
  • Salvatore Dibenedetto

View on SEC IAPD

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