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Raymond Destasio

LPl Financial LLC

Bronx, NY

San Diego, CA

Bronx, NY

CRD 3245579

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-13
  • NY RA
    APPROVED
    Since 2026-05-13

Branch Locations

Bronx, NY • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Bronx, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc New York NY 02/2013 05/2026
Lpl Financial Llc Bronx NY 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-23
  • S66 Uniform Combined State Law Examination
    1999-08-23
Other Names
  • Raymond A Destasio
  • Raymond Anthony Destasio

View on SEC IAPD

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