TrueAdvisor
TrueAdvisor
TB
CFP
TB
CFP

Thomas Belisari

LPL Financial LLC
43 Years of Experience
Exton, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Belisari is a CFP-designated registered investment advisor at LPL Financial LLC, based in Exton, PA, with 43 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

#1 E. Uwchlan Avenue Suite 401, Exton, PA, 19341

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Thomas is an Investment Advisor Representative at Key Financial, Inc., focusing on retirement and investment planning, dedicating about half of his time. He also chairs the West Whiteland Township Pension Advisory Board and owns a sole proprietorship selling life and long-term care insurance, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
July 2026 - Present · 3 mos
LPL Financial LLCBroker
July 2026 - Present · 3 mos
LPL Financial LLC
July 2026 - Present · 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
April 1997 - July 2026 · 29 yrs 3 mos
Key Financial, INC.
December 1994 - July 2026 · 31 yrs 7 mos
Walnut Street Securities, INC.Broker
September 1991 - April 1997 · 5 yrs 7 mos
Fin-Plan Investments, INC.Broker
December 1982 - September 1991 · 8 yrs 9 mos
State Registrations23 states
ALAZCACOCTDCDEFLGAHIMAMDMSNCNHNJNMNYPAPRTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Exton, PA →All financial advisors in Pennsylvania →