Joseph Depietro
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCMar 2025 to now
- M&t BankMar 2025 to now
- TD Bank N.A.Jan 2023 to Mar 2025
- TD Private Client Wealth LLCJan 2023 to Mar 2025
- UnemployedMar 2022 to Jan 2023
- Dinosaur Financial Group LLCJun 2020 to Mar 2022
- True Trade LtdFeb 2020 to Sep 2021
- Temporary RetirementAug 2018 to Jun 2020
- Halliday Financial LLCDec 2017 to Aug 2018
- New Generation Power Int.Dec 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 1665428
- Firm CRD
- 6413