Anthony Joseph Ferlito
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 2026 to now
- Broadview Federal Credit UnionJun 2026 to now
- MML Investors Services, LLCJul 2023 to May 2026
- Massmutual Life Insurance Co.Jun 2023 to May 2026
- Stoneworks WnyMay 2023 to Jun 2023
- Securities America AdvisorsJan 2022 to May 2023
- Securities America, IncJan 2022 to May 2023
- Bank of America, N.A.Dec 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to Jan 2022
- Citizens Securities Inc.Dec 2017 to Aug 2020
- Colton RvJan 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
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
- 6894499
- Firm CRD
- 6413