Anthony Tremblay
Investment adviser representative at LPL Financial LLC
19 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
19 years in the industry.
- LPL Financial LLCOct 2025 to now
- Laura Mossakowski, LLCSep 2025 to now
- Ameriprise FinancialMay 2023 to Sep 2025
- Mackinaws Grill and SpiritsOct 2020 to May 2023
- Olive GardenMay 2019 to Sep 2020
- American AirlinesJul 2018 to May 2019
- Dairy QueenApr 2017 to Jul 2018
- American EagleApr 2016 to Apr 2017
- Full Time EducationApr 2006 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7534130
- Firm CRD
- 6413