Adviser and broker representative · LPL Financial LLC
Claudia M. Vecchi
CRD 5219682 · Bedford, NH
At a glance
Claudia M. Vecchi is an investment adviser representative with LPL Financial LLC in Bedford, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Claudia’s SEC record dates to 2014, about 12 years ago. Claudia is also registered as a broker representative.
Current advisory firms
- LPL Financial LLCSince May 2014Bedford, NH · $819B in regulatory assets
- Northeast Planning Associates, Inc.Since March 2016Bedford, NH · $414M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Claudia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.