Gregory Stelnick
Gregory Stelnick is a registered investment advisor at LPL Financial LLC, based in Kendall Park, NJ, 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
5 Allston Road, Kendall Park, NJ, 08824
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Regulatory History (1)
Regulatory
January 1986Other Business Activities
Gregory is involved in real estate rental through Napa Properties since 2018. This requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco Financial Group, INC.Broker
Radford Capital CorporationBroker
Cardell & Associates, IncorporatedBroker
State Registrations20 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.