Edward Mariano Pero

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

• 12/2004 → 03/2021
  H. Beck, Inc
  Rockville, MD
• 03/2003 → Present
  Wallstreet Advisors Llc
  Houston, TX
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Houston, TX
  Rockville, MD
• 2004-12-13 → 2021-04-01
  Grove Point Investments, Llc
  Houston, TX
  Houston, TX
• 2004-09-01 → 2005-01-05
  New England Securities
  Houston, TX

Other Businesses

1. 5/2025 - Wallstreet Advisors LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 03/01/2000 - 140hrs/MTH - 120hrs During Trading 2. 5/2025 - Wallstreet Advisors LLC - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 03/01/2000 - 1hr/MTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-17
• S63 Uniform Securities Agent State Law Examination
  2000-07-19

Other Names

• Ed Pero