John M Grayeski

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

• 02/1999 → Present
  People'S Securities, Inc.
  Bridgeport, CT
• 05/1996 → Present
  Sacred Heart University
  Fairfield, CT
• 05/2018 → Present
  People's United Advisors, Inc
  Bridgeport, CT
• 08/2022 → Present
  Lpl Financial Llc
  Trumbull, CT
• 08/2022 → Present
  Lpl Financial Llc
  Trumbull, CT

Previous Registrations

• 2018-05-21 → 2022-08-17
  People'S United Advisors, Inc.
  Trumbull, CT
• 2002-02-19 → 2020-03-31
  People'S Securities, Inc.
  Wilton, CT
  Westport, CT
  Trumbull, CT
  Trumbull, CT
  Trumbull, CT
  Trumbull, CT
  Bridgeport, CT

Other Businesses

1. 08/18/2022 - WILMINGTON ADVISORS @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - FINANCIAL ADVISOR - Start Date - 08/18/2022 - 160 Hours Per Month/150 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-08-30