Steven S Miodonski
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCDec 2022 to now
- UnemployedNov 2022 to Dec 2022
- Caliber Home LoansApr 2022 to Oct 2022
- PNC BankMay 2018 to Apr 2022
- UnemployedJan 2018 to Apr 2018
- Edward JonesJun 2017 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 6261833
- Firm CRD
- 6413