Antonio J Bugli

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

• 06/2016 → 08/2022
  Metropolitan Concrete Corporation
  Sterling Heights, MI
• 08/2019 → 04/2023
  University Of Michigan-Flint
  Flint, MI
• 09/2015 → 05/2019
  Romeo High School
  Romeo, MI
• 05/2023 → 08/2024
  Next Degree Financial, Llc
  Sterling Heights, MI
• 08/2023 → 01/2024
  Woodbury Financial Services Inc
  Sterling Heights, MI
• 01/2024 → 08/2024
  Osaic Wealth, Inc.
  Sterling Heights, MI
• 09/2024 → Present
  Lpl Financial, Llc
  Rochester Hills, MI

Previous Registrations

• 2024-01-19 → 2024-08-16
  Osaic Wealth, Inc.
  Sterling Heights, MI
• 2023-10-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sterling Heights, MI

Other Businesses

1) 09/05/2024 - DDR WEALTH ADVISORS LLC - Non-Variable Insurance -Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 20 hours per month/ 32 hours during trading 2) 09/05/2024 - DDR Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 118 hours per month/ 98 hours during trading 3) 12/09/2024 - Michigan Pension Group - Third Party Administrator (TPA) - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 16 hours per month/ during trading 4) 07/09/2025 - Metropolitan Materials - Outside/W-2 Employment - Not Investment Related - Sterling Heights, MI - Start Date 06/11/2025 - 4 hours per month/ 2 hours during trading 5) 03/26/2026 - Metropolitan Concrete Corporation - Outside/W-2 Employment - Not Investment Related - Sterling Heights, MI - Start Date 06/11/2025 - 8 hours per month/ 4 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-03
• S65 Uniform Investment Adviser Law Examination
  2023-09-30

Other Names

• Antonio Joseph Bugli