Robert
Pudmericky

Lpl Financial LLC

CRD#6193289
Investment Advisor
in Owings Mills, MD

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About this Advisor

Robert Pudmericky is a financial advisor working out of Owings Mills, Maryland, with 1 year of industry experience. Pudmericky currently works for Lpl Financial LLC. Their career trajectory has included roles at Thrivent Investment Management Inc, Morgan Stanley, Coastal Equities, Nylife Securities LLC, New York Life Insurance Co, Axa Advisors, Massmutual Life Insurance Co, Mml Investors Services, LLC, Garrison Forest Advisory Group, Lpl Financial LLC and Dietz Asset Management. Pudmericky holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is approved to serve investors in Maryland. Lpl Financial LLC is a registered investment business based out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. Lpl Financial LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually depend on the financial services provided. Fee types billed by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

9505 Reisterstown Rd. Ste 3 Ne
Owings Mills, MD 21117

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MD Average: $646,059,043
Total Number of Employees

31,366

MD Average: 13
Total Number of Accounts

1,688,501

MD Average: 661
Average Account Size

$217,956

MD Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Pudmericky Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Garrison Forest Advisory Group

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Mml Investors Services, LLC

2017 - 2021 (4 years)

Massmutual Life Insurance Co

2016 - 2017 (1 year)

Nylife Securities LLC

2016 - 2017 (1 year)

New York Life Insurance Co

2016 - 2016 (< 1 year)

Axa Advisors

2015 - 2015 (< 1 year)

Coastal Equities

2014 - 2015 (1 year)

Dietz Asset Management

2013 - 2013 (< 1 year)

Thrivent Investment Management Inc

2013 - 2013 (< 1 year)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Pudmericky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Hope Hoch
Oldsmar, FL
Joseph Praino
Purchase, NY
Joseph Sarbello
Sea Girt, NJ
Rebecca Chiccino
Charlestown, MA
Tracy Marlin
Newport Beach, CA
Robert Notarfrancesco
Bridgeport, CT
Gregory Horn
Lawrenceburg, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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