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Michael Dworetsky

LPL Financial LLC
43 Years of Experience
Palm Beach Gardens, FL
7 DisclosuresBroker
View SEC Summary
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Michael Dworetsky is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 43 years of industry experience. Michael 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

3300 Pga Blvd, Ste 990, Palm Beach Gardens, FL, 33410

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Settled
Customer Dispute
June 2004
Denied
Customer Dispute
August 2002
Denied
Customer Dispute
January 2002
Settled
Customer Dispute
June 1994
Settled
Customer Dispute
October 1993
Settled
Customer Dispute
June 1989
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other 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
January 2026 - Present · 9 mos
LPL Financial LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Stonex Securities INC.Broker
October 2024 - January 2026 · 1 yr 3 mos
Trust Advisory Group LTD
February 2017 - January 2026 · 8 yrs 11 mos
Ages Financial Services, LTD.Broker
February 2017 - September 2024 · 7 yrs 7 mos
Source Capital Group, INC.
October 2006 - February 2017 · 10 yrs 4 mos
Source Capital Management
June 2004 - October 2006 · 2 yrs 4 mos
Source Capital Group, INC.Broker
May 2004 - February 2017 · 12 yrs 9 mos
UBS Financial Services INC.Broker
January 1995 - May 2004 · 9 yrs 4 mos
UBS Financial Services INC.
January 1992 - May 2004 · 12 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1990 - January 1995 · 4 yrs 6 mos
Prudential-Bache Securities INC.Broker
July 1983 - July 1990 · 7 yrs
State Registrations19 states
CACTFLGAILMAMENCNJNYORPARISCTNTXUTVAVT
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.
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