Robert Tudda
Investment adviser representative at LPL Financial LLC
8 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
8 years in the industry.
- LPL Financial LLCJul 2024 to now
- New York Community Bank-Jul 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Jul 2024
- Woodbury Financial Services IncJul 2020 to Jan 2024
- MML Investors Services, LLCJan 2020 to Jun 2020
- Massachusetts Mutual Life Insurance CompanyNov 2019 to Jun 2020
- UnemployedApr 2019 to Nov 2019
- Bank of America, N.A.Jan 2018 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Apr 2019
- J.P. Morgan Securities LLCJul 2016 to Oct 2017
- JPMorgan Chase BankJul 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
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
- 2366713
- Firm CRD
- 6413