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Deyanily Maria Wyckoff

Investment adviser representative at LPL Financial LLC
11 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

11 years in the industry.

  1. LPL Financial, LLCSep 2026 to now
  2. Guardian Life Insurance CompanyAug 2024 to Aug 2026
  3. Park Avenue SecuritiesAug 2024 to Aug 2026
  4. PodcastJul 2024 to Aug 2024
  5. J.P. Morgan Securities LLCJan 2021 to Aug 2024
  6. Rutgers, State University of New JerseySep 2018 to May 2020
  7. JPMorgan Chase Bank, N.A.Jan 2017 to Aug 2024
  8. Bath & Body WorksSep 2016 to Apr 2017
  9. Stonebridge At MontgomeryApr 2015 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7330291
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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