Mark Anthony D'annunzio
Investment adviser representative at LPL Financial LLC
29 yearsExperience
3 statesRegistered 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
29 years in the industry.
- LPL Financial LLCJul 2025 to now
- Cadaret, Grant & Co., Inc.Oct 2020 to Jul 2025
- Cadaret, Grant & Co., Inc.May 2019 to Nov 2019
- Cb DailyNov 2018 to Jul 2025
- Royal AllianceFeb 2018 to May 2019
- Petersen Investments, Inc.Mar 1997 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, 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
- 2454789
- Firm CRD
- 6413