Morgan Lawrence Gemondo
Investment adviser representative at LPL Financial LLC
13 yearsExperience
3 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 LLCNov 2025 to now
- Thomas Financial, LLCMay 2018 to now
- Cambridge Investment ResearchNov 2019 to Nov 2025
- Cambridge Investment Research Advisors, Inc.Feb 2019 to Nov 2025
- Caldalzo Contemporary Dance StudioSep 2018 to Mar 2020
- Suttle & Stalnaker, PllcJan 2018 to May 2018
- West Virginia UniversitySep 2014 to Dec 2018
- Oliverio's RistoranteMay 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, WV).
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
- 6966324
- Firm CRD
- 6413