Michael Lentini
Investment adviser representative at LPL Financial LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- LPL Financial LLCJun 2021 to now
- M and T Securities IncFeb 2019 to Jun 2021
- KeybankMay 2018 to Jan 2019
- Key Investment Services LLCApr 2017 to Jan 2019
- JPMorgan Securities LLCOct 2015 to Apr 2017
- JPMorgan Chase Bank NAOct 2008 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 5609851
- Firm CRD
- 6413