Daniel Drappo
Daniel Drappo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lowville, NY, with 39 years of industry experience. Daniel 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
7605 N State St, Lowville, NY, 13367
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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
Daniel is a Regional Sales Manager at Community Bank Wealth Management Group since 2018 and operates under Community Investment Services Inc. as a DBA for LPL business. He also works as an agent for non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Community Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Marine Midland Securities, INC.Broker
Cigna Financial Advisors,inc.Broker
Integrated Resources Investment Centers, INC.Broker
Empire National Securities, IncorporatedBroker
Pruco Securities CorporationBroker
Great Lakes Equities CO.Broker
First Jersey Securities, 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.