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AA
AA
Anthony Acevedo
LPL Financial LLC
10 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Estate Planning
Financial Planning & Coaching
Tax Planning
LPL Financial LLC
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:
$1K
Investment Management
Planning
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Location
2395 Lancaster Pike, Reading, PA, 19607
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
September 2022
Customer Dispute
May 2022
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 4 mos
LPL Financial LLC
Broker
October 2025 - Present · 4 mos
Good Life Advisors, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - October 2022 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
November 2014 - October 2022 · 7 yrs 11 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.