Anthony Coulianidis
Anthony Coulianidis is a registered investment advisor at LPL Enterprise, LLC, based in Melville, NY, with 38 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
445 Broadhollow Road, Suite 405, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
August 2005Other Business Activities
Anthony is involved with Cool Breeze Charters LLC, providing private yacht charters, boat training, boat transport, and boating safety education, dedicating about 10-20% of his time. He also coaches boat training for Safer Boater, spending a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations26 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.
Exams
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