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Alyssa Paige Saponare

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.

  1. LPL Financial LLCFeb 2025 to now
  2. Rockefeller Financial LLCAug 2024 to Jan 2025
  3. Rockefeller Financial LLCJun 2024 to Jul 2024
  4. Rockefeller Financial LLCSep 2023 to May 2024
  5. UBSMay 2023 to Sep 2023
  6. University of North Carolina WilmingtonJan 2022 to May 2024
  7. Cape Fear Country ClubOct 2021 to Dec 2023
  8. Ellington Ridge Country ClubSep 2020 to Aug 2022
  9. Manchester Community CollegeAug 2020 to Dec 2021
  10. The Edge Fitness ClubsOct 2019 to Mar 2020
  11. Six Flags New EnglandJul 2019 to Sep 2019
  12. East Windsor Parks and RecreationJun 2018 to Aug 2021
  13. East Windsor High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7733121
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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