SF
ChFC
SF
ChFC

Silvestro Fabrizio

38 Years of Experience
Wappingers Falls, NY
BrokerSells Insurance

Silvestro Fabrizio is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Wappingers Falls, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1207 Us-9 #1A, Wappingers Falls, NY, 12590

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Silvestro sells non-variable insurance products. He also operates under the DBA Lincoln Wealth Strategies, LLC for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
December 2018 - May 2024 · 5 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
December 2018 - May 2024 · 5 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - December 2018 · 1 yr 9 mos
Msi Financial Services, INC.Broker
October 1987 - March 2017 · 29 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 1987 - July 2007 · 19 yrs 9 mos
State Registrations10 states
CACTFLNCNJNYPASCTNVA
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.
Silvestro Fabrizio - Financial Advisor | TrueAdvisor