Joseph Pitch
Joseph Pitch is a CFP-designated registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 33 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
55 Madison Avenue, Suite 400, Morristown, NJ, 07960
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Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Joseph operates under the DBA Pitch Financial Services for his LPL business since 1993, dedicating all of his time to it. He also sells non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Pitch Financial Services LLC
Cadaret, Grant & CO., INC.Broker
New England SecuritiesBroker
1717 Capital Management CompanyBroker
Nylife Securities INC.Broker
Chubb Securities CorporationBroker
Monarch Investments INC.Broker
Exeter Securities CorporationBroker
State Registrations10 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.