Gerard Anthony Nizich

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

• 09/2013 → 08/2021
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 08/2021 → Present
  Lpl Financial Llc
  Islandia, NY

Previous Registrations

• 2013-11-13 → 2021-08-03
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) 07/29/2021 - NATIONAL INSURANCE BROKERAGE - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 08/2021 - 10 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-11
• S63 Uniform Securities Agent State Law Examination
  1986-02-27

Designations

• Certified Financial Planner

Other Names

• Gerry Anthony Nizich