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Stephen Thomas Andrusky

Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets

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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

12 years in the industry.

  1. LPL Financial LLCJun 2025 to now
  2. Partners Federal Credit UnionJun 2025 to now
  3. UnemployedApr 2025 to May 2025
  4. Charles Schwab and Co., Inc.Dec 2022 to Apr 2025
  5. TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2022
  6. TD Ameritrade, Inc.Feb 2018 to Dec 2022
  7. ScottradeJan 2014 to Sep 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

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

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
4162563
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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