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Damien Di taranto

Investment adviser representative at LPL Financial LLC
14 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

14 years in the industry.

  1. LPL Financial LLCApr 2025 to now
  2. Northern Advisory GroupAug 2024 to now
  3. Osaic Wealth, Inc.Apr 2024 to Oct 2024
  4. UBSJan 2024 to Jul 2024
  5. UnemployedJun 2023 to Dec 2023
  6. UBSJun 2022 to Aug 2022
  7. Northern Advisory GroupMay 2021 to Aug 2021
  8. University of MiamiAug 2019 to May 2023
  9. Sawyer-lyons Buick Gmc of RandolphApr 2019 to Sep 2019
  10. Merit HomesJun 2018 to Sep 2018
  11. Kinnelon School DistrictsSep 2012 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

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
7579531
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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