Anthony Adam Dipace
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCMay 2026 to now
- Broadview Federal Credit UnionMay 2026 to now
- Bank of America, N.A.Apr 2020 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Apr 2026
- Edward JonesNov 2019 to Apr 2020
- UnemploymentAug 2019 to Oct 2019
- Key Investment Services LLCOct 2017 to Jul 2019
- KeybankSep 2017 to Jul 2019
- Citizen's BankJan 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
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
- 6667325
- Firm CRD
- 6413