Laurel D Wilson

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

• 06/2024 → Present
  Lpl Financial
  New City, NY
• 02/2024 → 05/2024
  Gaber & Associates Llc
  Bardonia, NY
• 02/2022 → 02/2024
  Trustco Bank
  Northvale, NJ
• 10/2021 → 02/2022
  Unemployed
  Na, NY
• 05/2014 → 10/2021
  Key Bank
  New City, NY

Other Businesses

1)12/06/2024 - Riolo Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/01/2024 - 160 Hr/Mth - 8hr during Trading 2)12/06/2024 - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 02/01/2022 - 1 Hr/Mth 3) 08/22/2025 - Notary - Other - Notary - Not Inv Rel - At Reported Business Location(s) - Start: 12/24/2012 - 0 Hr/Mth 0Hrs during Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-07-28