William Joseph Passarelli
Investment adviser representative at LPL Financial LLC
6 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
6 years in the industry.
- LPL Financial LLCAug 2021 to now
- Sherwin-williamsAug 2020 to now
- MassmutualFeb 2021 to Sep 2021
- MML Investors Services, LLCFeb 2021 to Sep 2021
- Ametek Specialty MetalsOct 2020 to Feb 2021
- Allegheny Ludlum IncJul 2019 to Oct 2020
- MassmutualOct 2018 to Jul 2019
- MML Investors Services, LLCOct 2018 to Jul 2019
- AplicareDec 2017 to Oct 2018
- Edward JonesApr 2016 to Dec 2017
- Lowe's Home ImprovementOct 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6632116
- Firm CRD
- 6413