Peter Abbate
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 LLCJun 2025 to now
- Suncoast Credit UntionJun 2025 to now
- Cetera Investment Advisers LLCDec 2023 to Jun 2025
- Cetera Investment Services LLCDec 2023 to Jun 2025
- Regions BankDec 2023 to Jun 2025
- LPL Financial LLCApr 2022 to Dec 2023
- Merit Financial Group, LLCApr 2022 to Dec 2023
- Valic Financial Advisors, IncOct 2020 to Apr 2022
- PNC BankFeb 2020 to Oct 2020
- Bank of America, N.A.Aug 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Jan 2020
- JP Morgan Chase Bank, N.A.Feb 2018 to Aug 2019
- JP Morgan Securities, LLCFeb 2018 to Aug 2019
- Valic Financial Advisors, Inc.Apr 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6127350
- Firm CRD
- 6413