Karl Zirolli
Karl Zirolli is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, 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
41-B New London Turnpike, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History
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
Karl operates Summit Planning Group LLC as a DBA for his LPL business and as a Registered Investment Advisor, spending about 10-20% of his time providing financial planning and consulting services. He also sells life, disability, and long-term care insurance through Merritt Insurance and Crump, dedicating about 10-20% of his time to this activity, and co-owns Summit Funding, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Fs, INC.
Summit Wealth Management, LLC
Summit Asset Management, LLC
Independent Advisers Group CORP
Summit Planning Group, LLC
Lincoln Financial Securities CorporationBroker
Cigna Financial Advisors,inc.Broker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Townsley Associates and Company, INC.Broker
State Registrations23 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.