Samuel Bogaczyk
Investment adviser representative at LPL Financial LLC
19 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
19 years in the industry.
- LPL Financial LLCMay 2025 to now
- Coastal Federal Credit UnionJun 2019 to now
- Cuso Financial Services, LPJun 2019 to May 2025
- Bank of America, N.A.Feb 2018 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2017 to Jun 2019
- Yadkin BankJun 2015 to May 2017
- Durant Road Middle School, Millbrook High School, App. StateAug 2007 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6665409
- Firm CRD
- 6413