William Passarelli, financial advisor Fort Mill SC

William Passarelli

CRD Number: 6632116
Current Firm: Lpl Financial LLC

William Passarelli (CRD# 6632116) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Meriden, CT Aug 2021 - Current < 1
Sherwin-williams North Haven, CT Aug 2020 - Current 1
Massmutual Springfield, MA Feb 2021 - Sep 2021 < 1
Mml Investors Services, LLC Springfield, MA Feb 2021 - Sep 2021 < 1
Ametek Specialty Metals Wallingford, CT Oct 2020 - Feb 2021 < 1
Allegheny Ludlum Inc. Waterbury, CT Jul 2019 - Oct 2020 1
Lowe's Home Improvement Wallingford, CT Oct 2015 - Aug 2019 3
Massmutual Springfield, MA Oct 2018 - Jul 2019 < 1
Mml Investors Services, LLC Springfield, MA Oct 2018 - Jul 2019 < 1
Aplicare Meriden, CT Dec 2017 - Oct 2018 < 1
Edward Jones St Louis, MO Apr 2016 - Dec 2017 1
The Orchards At Southington Southington, CT Sep 2015 - Apr 2016 < 1
University Of Connecticut Hartford, CT Feb 2015 - Sep 2015 < 1
Allegheny Technologies Inc. Wallingford, CT Jun 1995 - Feb 2015 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William J. Passarelli
Phone Number: 704-733-3300
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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