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Salvatore Di benedetto

Investment adviser representative at LPL Financial LLC
10 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

10 years in the industry.

  1. LPL Financial LLCMay 2025 to now
  2. Suncoast Credit UnionMay 2025 to now
  3. UnemployedOct 2023 to Oct 2024
  4. Truist Wealth ManagementMay 2023 to Sep 2024
  5. Truist Advisory Services, Inc.Sep 2022 to Sep 2023
  6. Truist Investment Services, Inc.Sep 2022 to Sep 2023
  7. Truist Investment Services, Inc.Apr 2022 to Aug 2022
  8. Sd Legacy PartnersJul 2020 to Jan 2022
  9. UnemployedFeb 2020 to Jul 2020
  10. Cypress Trust Co.Jun 2019 to Feb 2020
  11. Collier County Public SchoolsOct 2018 to May 2025
  12. Envision PartnersFeb 2017 to Apr 2019
  13. Signator Investors, Inc.Oct 2016 to Oct 2017
  14. Whelan Scott Asset MgmtApr 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
3171879
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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