Joseph Abbruzzi
Joseph Abbruzzi is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 42 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Mount Laurel, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1993Other Business Activities
Joseph operates JRA Investment Strategies as a DBA for his LPL business. He also owns Abbruzzi's Italian Market.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Fahnestock & CO., INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations9 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.
Exams
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