Robert Louis Petrella
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCFeb 2023 to now
- New England FinancialSep 2022 to Feb 2023
- Minnesota Life Insurance CoAug 2021 to Aug 2022
- Securian Advisors of New EnglandAug 2021 to Aug 2022
- Securian Financial ServicesAug 2021 to Aug 2022
- New England FinancialApr 2020 to Aug 2021
- Navy Federal Brokerage Services, LLCSep 2018 to Mar 2020
- Navy Federal Financial Group, LLCSep 2018 to Mar 2020
- Global Investment Advisors, LLCOct 2015 to Sep 2018
- Essex Securities, LLCOct 2015 to Dec 2017
- New England FinancialFeb 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1643715
- Firm CRD
- 6413