RD
RD

Ralph Devito

40 Years of Experience
Bedminster, NJ
5 DisclosuresBrokerSells Insurance

Ralph Devito is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 40 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

1420 Route 206 North Ste 210, Bedminster, NJ, 07921

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2012
Final
Customer Dispute
August 1998
Settled
Customer Dispute
July 1994
Settled
Customer Dispute
February 1994
Settled
Customer Dispute
January 1994
Settled
Other Business ActivitiesSells Insurance

Ralph is the Owner/President of IC Financial Services, The Investment Center, IC Insurance Services, and IC Advisory Services, Inc. All four businesses are investment-related, and Ralph dedicates significantly more than full-time hours to these activities.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ic Advisory Services, INC.
May 2006 - July 2025 · 19 yrs 2 mos
Securities International, INC.Broker
May 1994 - July 2002 · 8 yrs 2 mos
Trimark Securities, INC.Broker
June 1989 - October 1989 · 4 mos
The Investment Center, INC.Broker
July 1986 - August 2025 · 39 yrs 1 mo
Investacorp, INC.Broker
February 1986 - August 1986 · 6 mos
State Registrations2 states
FLNJ
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.