Stephen Sayegh is a CFP-designated registered investment advisor at LPL Financial LLC, based in Shelton, CT, 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
500 Shelton Avenue, Shelton, CT, 06484
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Regulatory History (1)
Customer Dispute
March 1993Other Business Activities
Stephen works as a financial advisor for Wilmington Advisors @ M&T, a DBA for his LPL business. This investment-related activity takes nearly all of Stephen's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
Integrated Resources Equity CorporationBroker
Ids Marketing CorporationBroker
State Registrations20 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.