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CFP

Daniel Macri

LPL Financial LLC
32 Years of Experience
Staten Island, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Macri is a CFP-designated registered investment advisor at LPL Financial LLC, based in Staten Island, NY, with 32 years of industry experience. Daniel 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

900 South Ave Ste 300, Staten Island, NY, 10314

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2023
Customer Dispute
August 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is a notary, operates Meridian Global Advisors as a DBA for his LPL business, and is an adjunct professor at Wagner College. He also co-owns DEE3 LLC (real estate rental), owns Macri Enterprises Inc (for tax/investment purposes), and sells non-variable insurance products, including life insurance and annuities.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - May 2024 · 7 yrs 2 mos
MML Investors Services, LLC
March 2017 - May 2024 · 7 yrs 2 mos
Msi Financial Services, INC.
May 2013 - March 2017 · 3 yrs 10 mos
Msi Financial Services, INC.Broker
July 2012 - March 2017 · 4 yrs 8 mos
Walnut Street Securities, INC.Broker
August 2003 - July 2012 · 8 yrs 11 mos
Nathan & Lewis Securities, INC.Broker
October 1996 - August 2003 · 6 yrs 10 mos
Monmouth Investments, INC.Broker
December 1988 - September 1991 · 2 yrs 9 mos
State Registrations18 states
AZCACOCTDEFLGAMDMSNCNJNYOHPASCTXVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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