Robert Madden
Robert Madden is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Melville, NY, with 39 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
324 S Service Rd Ste 110, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Robert is associated with The Sterling Wealth Management Group, LLC as a DBA for LPL business since 2019. Since 2021, Robert has been involved with non-variable insurance, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
G. R. Phelps & CO., INC.Broker
State Registrations18 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.
Exams
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