Anibal Cruz
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 2024 to now
- Hudson Valley Credit UnionFeb 2024 to now
- AmazonDec 2023 to Dec 2023
- UnemployedJul 2023 to Feb 2024
- Charles Schwab & Co., IncApr 2022 to Jul 2023
- UnemployedNov 2021 to Mar 2022
- Fidelity Brokerage Services, LLCJan 2020 to Oct 2021
- Fidelity InvestmentsFeb 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
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
- 7220476
- Firm CRD
- 6413