LPL Financial
Tony Puglia currently serves as Vice President and Operations Business Solutions Owner at LPL Financial, a position held since July 2025. Prior to this, Tony was Executive Director of Cashiering at Atria Wealth Solutions from May 2021 to October 2025, where leadership involved managing cashiering operations and commissions processing, focusing on strategic initiatives for operational efficiency and client satisfaction. Tony's experience includes a role as Manager of Service, RIA and Custody Solutions at Raymond James from April 2018 to May 2021, and a tenure at Morgan Stanley from April 2005 to December 2017, culminating in the position of First Vice President. Tony holds an Associate of Arts and Sciences degree in Accounting and Finance from Community College of Allegheny County, with further studies at the University of Pittsburgh-Johnstown.
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