Robert Conaty
Robert Conaty is a registered investment advisor at LPL Financial LLC, based in Boston, MA, with 39 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
24 School St, Suite 503, Boston, MA, 02108
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2005Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Robert is an investment advisor representative (IAR) with Integrated Wealth Concepts, LLC since 2021, spending full-time hours on this activity. He also works as a ski instructor during the season for a few hours per week and is a non-variable insurance agent.
Employment History
Current Registrations
LPL Financial LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
Colonial Investment Services, INC.Broker
State Registrations16 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.