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Gerald Debenedictis

37 Years of Experience
Florham Park, NJ
Broker

Gerald Debenedictis is a registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

18 James Street, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLC
June 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
June 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
M&t Securities, INC.
May 2013 - June 2021 · 8 yrs 1 mo
M&t Securities, INC.Broker
May 2013 - June 2021 · 8 yrs 1 mo
Capital One Financial Advisors LLC
August 2010 - April 2013 · 2 yrs 8 mos
Capital One Investment Services LLCBroker
August 2010 - April 2013 · 2 yrs 8 mos
Hsbc Securities (USA) INC.
November 2009 - August 2010 · 9 mos
Hsbc Securities (USA) INC.Broker
November 2009 - August 2010 · 9 mos
Chase Investment Services CORP.Broker
October 2006 - November 2009 · 3 yrs 1 mo
Chase Investment Services CORP.
October 2006 - November 2009 · 3 yrs 1 mo
Bny Investment Center INC.
April 2006 - October 2006 · 6 mos
Bny Investment Center INC.Broker
May 2001 - October 2006 · 5 yrs 5 mos
Mason Hill & CO., INC.Broker
August 1999 - March 2001 · 1 yr 7 mos
Northridge Capital CorporationBroker
August 1999 - September 1999 · 1 mo
G.F.B. Securities, INC.Broker
April 1998 - September 1999 · 1 yr 5 mos
Fia Capital Group, INC.Broker
January 1995 - April 1998 · 3 yrs 3 mos
Smith Barney INC.Broker
September 1993 - January 1995 · 1 yr 4 mos
Raymond James & Associates, INC.Broker
June 1990 - September 1990 · 3 mos
Prudential-Bache Securities INC.Broker
June 1987 - July 1990 · 3 yrs 1 mo
Dean Witter Reynolds INC.Broker
July 1985 - June 1987 · 1 yr 11 mos
Philips, Appel & Walden, INC.Broker
April 1985 - July 1985 · 3 mos
State Registrations12 states
CAFLMAMDNCNHNJNVNYPASCTX
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.
Gerald Debenedictis - Financial Advisor | TrueAdvisor