Alyssa Paige Saponare

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

• 08/2024 → 01/2025
  Rockefeller Financial Llc
  Boca Raton, FL
• 06/2024 → 07/2024
  Rockefeller Financial Llc
  Boca Raton, FL
• 09/2023 → 05/2024
  Rockefeller Financial Llc
  Wilmington, NC
• 05/2023 → 09/2023
  Ubs
  Wilmington, NC
• 10/2021 → 12/2023
  Cape Fear Country Club
  Wilmington, NC
• 09/2020 → 08/2022
  Ellington Ridge Country Club
  Ellington, CT
• 01/2022 → 05/2024
  University Of North Carolina Wilmington
  Wilmington, NC
• 08/2020 → 12/2021
  Manchester Community College
  Manchester, CT
• 06/2018 → 08/2021
  East Windsor Parks And Recreation
  East Windsor, CT
• 10/2019 → 03/2020
  The Edge Fitness Clubs
  Manchester, CT
• 07/2019 → 09/2019
  Six Flags New England
  Agawam, MA
• 08/2016 → 06/2020
  East Windsor High School
  East Windsor, CT
• 02/2025 → Present
  Lpl Financial Llc
  Boca Raton, FL

Previous Registrations

• 2024-12-20 → 2025-02-13
  Rockefeller Financial Llc
  Boca Raton, FL
  Atlanta, GA

Other Businesses

1)02/14/2025 - Stonebrook Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19