Michael Dworetsky
Michael Dworetsky is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3300 Pga Blvd, Ste 990, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (7)
Customer Dispute
August 2004Customer Dispute
June 2004Customer Dispute
August 2002Customer Dispute
January 2002Customer Dispute
June 1994Customer Dispute
October 1993Customer Dispute
June 1989Other Business Activities
Michael owns MDS Financial, an accounting and tax business for 1099 representatives, since 2004. He spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stonex Securities INC.Broker
Trust Advisory Group LTD
Ages Financial Services, LTD.Broker
Source Capital Group, INC.
Source Capital Management
Source Capital Group, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Kidder, Peabody & CO. IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations17 states
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.