Wilmington, DE Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
Wilmington DE
Advisors at this office
6
Advisors at this office
Brian V
CFP®, Series 63, Series 66
Wilmington, DE
LPL Financial
Brian Villec is a Certified Financial Planner® with 30 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at The Leaders Group, Millennium Brokerage Group, and Nationwide. Villec is also involved with multiple insurance agencies in Wilmington, Delaware, referring clients to property and casualty services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, employing model portfolios, third-party subadvisors, and customized strategies to meet client needs.
Joseph P
Series 63, Series 65
Wilmington, DE
LPL Financial
Joseph Petry is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Stifel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.
Anthony P
Series 63, Series 65
Wilmington, DE
LPL Financial
Anthony Petruccelli is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, where he worked for 13 years. He is also involved in fixed and term life insurance and disability income insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a diverse non-advisory financial services platform.
Michael S
Series 63, Series 65
Wilmington, DE
LPL Financial
Michael Schneider is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and 35 years of industry experience. He worked at PNC Investments for 14 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options and advanced operational tools.
William L
Series 63, Series 65
Wilmington, DE
LPL Financial
William Lundstrom is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at M&T Securities and twelve years at Wilmington Brokerage Services Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with various financial services and oversight of over $819 billion in discretionary assets.
Annelise C
Series 66
Wilmington, DE
LPL Financial
Annelise Chayka is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and Capital One advisors. She also serves as an executor for an estate in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a wide network of over 22,800 advisors.
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