Robert Jon Fiondella
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Robert Jon Fiondella? Claim your profile
Contact this firm
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.
- LPL Financial LLCFeb 2026 to now
- M Holdings Securities, Inc.Jun 2023 to Feb 2026
- Fiondella Insurance and Retirement PlanningMay 2023 to Feb 2026
- Anchored FinanceAug 2021 to Mar 2023
- Automatic USASep 2020 to Mar 2023
- Avon Old FarmsJun 2018 to Jul 2020
- Providence CollegeMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7777462
- Firm CRD
- 6413