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Lindsay Michelle Turchetta

Advisor at LPL Financial — Murrysville, PA 4520 Old William Penn Hwy

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Murrysville, PA 15668

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Lindsay Turchetta is a financial advisor with LPL Financial in Murrysville, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with firms such as Waddell & Reed and has multiple roles in Slovak cultural and fraternal organizations, including the National Catholic Slovak Ladies Association and the National Slovak Society. Turchetta also operates her own business entities related to investment and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Murrysville, PA 4520 Old William Penn Hwy

4520 Old William Penn Hwy, Suite 100

Murrysville PA 15668

Advisors at this office

1

Most active in

California · Florida · Georgia · Idaho · Illinois · Indiana · Maryland · Michigan · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Utah · Virginia · Washington

Work history

20 years of industry experience

LPL Financial

2021 - Present • 5 years

Greensburg, PA

National Catholic Slovak Ladies Association

2019 - Present • 7 years

Greensburg, PA

Lindsay Turchetta AWMA Inc

2017 - Present • 9 years

Greensburg, PA

National Slovak Society

2016 - Present • 10 years

Greensburg, PA

GBU Financial

2016 - Present • 10 years

Greensburg, PA

BNI Western PA

2013 - Present • 13 years

McMurray, PA

YWCA of Westmoreland County

2013 - Present • 13 years

Greensburg, PA

United Way

2013 - 2020 • 7 years

Greensburg, PA

YMCA of Greensburg

2013 - 2019 • 6 years

Greensburg, PA

Lindsay M. Turchetta, LLC

2012 - Present • 14 years

Greensburg, PA

Lindsay Turchetta

2008 - Present • 18 years

Greensburg, PA

Various Insurance Carriers for W & R Insurance Agencies

2006 - 2021 • 15 years

Greensburg, PA

Waddell & Reed, Inc.

2006 - 2021 • 15 years

Greensburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Mark D

Series 65

McKeesport, PA

Digiorgio Capital Management, Inc.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Wealth management
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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
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Richard N

Series 65

Lower Burrell, PA

SFR Wealth LLC

Richard Nulph is a financial advisor with SFR Wealth LLC and holds a Series 65 credential. He has seven years of industry experience and has also been involved with Safety First Retirement LLC and The Nulph Group over the past two decades. SFR Wealth is a Pennsylvania investment adviser focusing on discretionary portfolio management and retirement planning for middle-income households approaching or in retirement. The firm uses a long-term, model-based approach with diversified allocations across major market ETFs and tailors remaining investments to client needs.

Retirement income strategy Social Security optimization Annuities General estate planning guidance Approaching retirement
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Matthew S

Series 63, Series 66

McKeesport, PA

Salcedo Financial Services

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

Wealth management Options & derivatives strategies Founder/Business Owner
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Petru D

Series 65

Pittsburgh, PA

Franklin Madison Private Wealth

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Retirement withdrawal strategies Charitable giving & philanthropy
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