Gillian Stoddard
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.
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPMar 2024 to May 2025
- B. Riley Wealth AdvisorsJan 2023 to Mar 2024
- B. Riley Wealth ManagementJan 2023 to Mar 2024
- Northwestern Mutual Wealth Management CompanyJan 2022 to Jan 2023
- Northwestern Mutual Investment Services LLCMar 2021 to Jan 2023
- Northwestern Mutual Life Insurance CompanyJun 2020 to Jan 2023
- Jab AnstoetzNov 2019 to May 2020
- Bon and VieAug 2017 to Nov 2019
- We FashionMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 5997969
- Firm CRD
- 6413