Daniel Macri
Daniel Macri is a CFP-designated registered investment advisor at LPL Financial LLC, based in Staten Island, NY, 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
900 South Ave Ste 300, Staten Island, NY, 10314
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Regulatory History (2)
Judgment / Lien
October 2023Customer Dispute
August 2000Other 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
LPL Financial LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Monmouth Investments, 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.