Marioleni Mandelis
Marioleni Mandelis is a registered investment advisor at LPL Financial LLC, based in Lexington, MA, with 38 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
57 Bedford St Ste 204, Lexington, MA, 02420-4550
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marioleni works as an attorney/trustee/administrator since 1994 and provides financial planning and consulting services through Alena Wealth, LLC, an independent investment advisor firm, since 2008. Marioleni also splits fixed insurance commissions for long-term care and disability insurance policies bought by her clients and is a Notary Public in MA, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alena Wealth, LLC
Mandelis & Associates
LPL Financial LLC
LPL Financial LLCBroker
Oshima & AssociatesBroker
New England Securities CorporationBroker
State Registrations28 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.