Anthony Matthew Marchitto

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-03
CT	RA	APPROVED	2021-07-21

TX RA
APPROVED_RES

Since 2024-01-03
CT RA
APPROVED

Since 2021-07-21

Branch Locations

472 Wheelers Farms Road Suite 305, Milford, CT 06461 • 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
Prime One Eleven Restaurant	Trumbull	CT	03/2015	07/2021
Waddell And Reed	Hamden	CT	10/2017	03/2018
Waddell And Reed, Inc	Milford	CT	04/2018	07/2021
Christopher Gavin	Hamden	CT	07/2020	12/2020
Lpl Financial Llc	Milford	CT	07/2021	Present

03/2015 → 07/2021

Prime One Eleven Restaurant

Trumbull, CT
10/2017 → 03/2018

Waddell And Reed

Hamden, CT
04/2018 → 07/2021

Waddell And Reed, Inc

Milford, CT
07/2020 → 12/2020

Christopher Gavin

Hamden, CT
07/2021 → Present

Lpl Financial Llc

Milford, CT

Previous Registrations

2019-10-18 → 2021-07-21

Waddell & Reed

Hamden, CT

Milford, CT

Other Businesses

1. 08/17/2022 - Skinner Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/15/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-18

S66 Uniform Combined State Law Examination

2019-10-18

View on SEC IAPD