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Marc Andrew Pacella

Investment adviser representative at LPL Financial LLC
17 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

17 years in the industry.

  1. LPL Financial LLCMar 2025 to now
  2. Bank of America, N.A.Jan 2024 to Mar 2025
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to Mar 2025
  4. City National BankDec 2020 to Jan 2024
  5. RBC Capital Markets, LLCJul 2020 to Jan 2024
  6. Ambhar Global SpiritsSep 2019 to Jul 2020
  7. Candoris TechnologiesSep 2019 to Jun 2020
  8. UnemployedApr 2019 to Sep 2019
  9. The Patron Spirits CompanyApr 2009 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

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
4148708
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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