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Est. 2026The front page of wealth managementNew York

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Adviser and broker representative · LPL Financial LLC

Theodore R. Massaro Jr.

CRD 841358 · Marlton, NJ

At a glance

Theodore R. Massaro Jr. is an investment adviser representative with LPL Financial LLC in Marlton, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Theodore’s SEC record dates to 1994, about 32 years ago. Theodore is also registered as a broker representative. Designations on file: Chartered Financial Consultant.

Current advisory firms

  • LPL Financial LLCSince February 1994Marlton, NJ · $819B in regulatory assets
  • M Financial Planning Services, Inc.Since August 2003Marlton, NJ · State-registered or not in the SEC’s list

SEC adviser record

Registered since
1994 (32 years)
Designations
Chartered Financial Consultant
Exams
Series 63
Registered in
6 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Theodore’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.

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