Charles Richard Ambroselli
Investment adviser representative at Lcp Institutional, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Lcp Institutional, LLCDec 2025 to now
- Merit Financial AdvisorsAug 2025 to Oct 2025
- Patton Albertson & MillerJan 2022 to Aug 2025
- 1776 Wealth, LLCJun 2021 to Dec 2021
- Purshe Kaplan Sterling InvestmentsJan 2017 to Oct 2019
- Benedetti, Gucer & AssociatesNov 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Lcp Institutional, LLC
$3.2BAssets managed
133Clients
4Advisers
3 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
- 5288928
- Firm CRD
- 325133