Brian Quatrale is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Holbrook, NY, 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
4250 Veterans Memorial Hwy, Ste 228E, Holbrook, NY, 11741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates Q Wealth Management as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He spends 100% of his time on this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
MML Investors Services, LLCBroker
Nathan & Lewis Securities, INC.Broker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations10 states
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