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Michael C Deperto

Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets

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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

21 years in the industry.

  1. LPL Financial LLCJan 2025 to now
  2. Kovack Advisors, Inc.May 2018 to Nov 2024
  3. Kovack Securities, Inc.May 2018 to Nov 2024
  4. Ic Advisory Services IncAug 2017 to May 2018
  5. The Investment Center IncAug 2017 to May 2018
  6. Voya Financial Advisors, Inc.Oct 2005 to Aug 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

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
2301339
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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