Anthony John Sforza
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCAug 2025 to now
- Walnut Beech AdvisorsMay 2025 to now
- University of MississippiAug 2023 to now
- BurgerologySep 2022 to Sep 2023
- Nassau County Community CollegeAug 2022 to May 2023
- IhopNov 2020 to Jul 2022
- Friendlys RestaruantAug 2020 to Oct 2020
- W.T. Clarke HighschoolSep 2018 to Jun 2022
- Safety SwimApr 2018 to Aug 2019
- W.T. Clarke Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7693924
- Firm CRD
- 6413