Michael Tartarini
Investment adviser representative at LPL Financial LLC
9 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Michael Tartarini? Claim your profile
Contact this firm
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
9 years in the industry.
- LPL Financial LLCAug 2025 to now
- Rockland Trust CompanyAug 2025 to now
- Raymond James Financial Services Advisors, Inc.Jan 2025 to Jul 2025
- Raymond James Financial Services, Inc.Jan 2025 to Jul 2025
- LPL FinancialDec 2023 to Jan 2025
- Osaic Wealth, Inc.Sep 2023 to Dec 2023
- Legacy Financial AdvisorsMar 2018 to Jan 2025
- Sagepoint FinancialFeb 2018 to Sep 2023
- Infinex Investments, Inc.Jul 2016 to Mar 2018
- East Cambridge Savings BankJul 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
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
- 2569293
- Firm CRD
- 6413