Isabella Pilato

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
CT	RA	APPROVED	2026-07-06

CT RA
APPROVED

Since 2026-07-06

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
Lpl Financial	East Haven	CT	05/2024	Present
Oak Beach Bar & Grill	West Haven	CT	12/2023	12/2024
Student	West Haven	CT	08/2021	05/2025
Student	East Haven	CT	08/2017	06/2021
Unemployed	East Haven	CT	10/2015	08/2017

05/2024 → Present

Lpl Financial

East Haven, CT
12/2023 → 12/2024

Oak Beach Bar & Grill

West Haven, CT
08/2021 → 05/2025

Student

West Haven, CT
08/2017 → 06/2021

Student

East Haven, CT
10/2015 → 08/2017

Unemployed

East Haven, CT

Other Businesses

1.10/29/2025; Notary; Notary; Not Investment Related; MILFORD,CT; Start Date 02/21/2025; 1hrs/mth; 1hrs during trading 2.08/25/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Friedman Financial; Investment Related; at Reported Business Location(s); Start Date 06/03/2024; 160hrs/mth; 160hrs during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-03

S66 Uniform Combined State Law Examination

2026-07-03

View on SEC IAPD