Robert Petrella
Robert Petrella is a registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 32 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
150A Andover St, Suite 8, Danvers, MA, 01923
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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
Robert is involved with fixed insurance, which is investment-related, since 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Navy Federal Brokerage Services, LLCBroker
Navy Federal Brokerage Services LLC
Global Investment Advisors, LLC
Essex Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Spc
Sammons Securities Company, LLCBroker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Investors Capital CORP.Broker
Baybanks Brokerage Services, INC.Broker
North American Management, INC.Broker
Titan/value Equities Group, INC.Broker
North American Management, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations4 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.