Julia R Bellontine

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

• 02/2024 → Present
  Lpl Financial Llc
  Melville, NY
• 09/2017 → 12/2022
  State Of Ny, New Paltz Campus
  New Paltz, NY
• 06/2020 → 08/2023
  Brooklyn Brew Shop
  Kingston, NY
• 05/2023 → 08/2023
  Cherries Ice Cream
  Stone Ridge, NY
• 08/2023 → 11/2023
  Unemployed
  Brooklyn, NY
• 11/2023 → 04/2024
  Paramount Placement
  Brooklyn, NY
• 07/2015 → 08/2017
  Herrell's Ice Cream
  Huntington, NY
• 09/2013 → 09/2017
  Walt Whitman High School
  Huntington, NY
• 08/2017 → 12/2022
  Suny New Paltz
  New Paltz, NY

Other Businesses

1) 03/26/2024 - Montauk Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

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

Other Names

• Julia Bellontine