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CFP
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CFP

Gerard Nizich

LPL Financial LLC
38 Years of Experience
North Easton, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gerard Nizich is a CFP-designated registered investment advisor at LPL Financial LLC, based in North Easton, MA, with 38 years of industry experience. Gerard 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

North Easton, MA

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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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Other Business ActivitiesSells Insurance

Gerard is involved with National Insurance Brokerage selling non-variable insurance products since August 2021. This activity takes a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
American Portfolios Advisors, INC
November 2013 - August 2021 · 7 yrs 9 mos
American Portfolios Financial Services, INC.Broker
September 2013 - August 2021 · 7 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2011 - September 2013 · 2 yrs 7 mos
Tjm Investments, LLCBroker
June 2009 - November 2009 · 5 mos
First New York Securities L.L.C.Broker
December 2008 - May 2009 · 5 mos
UBS Securities LLCBroker
April 2005 - November 2008 · 3 yrs 7 mos
UBS Capital Markets L.P.Broker
September 2003 - May 2005 · 1 yr 8 mos
Puglisi & CO.Broker
July 2002 - April 2003 · 9 mos
Gruntal & CO., L.L.C.Broker
July 1996 - November 2001 · 5 yrs 4 mos
Josephthal Lyon & Ross IncorporatedBroker
January 1993 - July 1996 · 3 yrs 6 mos
Whale Securities CO., L.P.Broker
February 1990 - January 1993 · 2 yrs 11 mos
Sable Capital Markets, INC.Broker
January 1989 - February 1990 · 1 yr 1 mo
Thomson Mckinnon Securities INC.Broker
November 1985 - August 1988 · 2 yrs 9 mos
State Registrations8 states
CTFLMANCNJNYOHVA
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.
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