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Anindita Dhar

LPL Financial LLC
29 Years of Experience
Holmdel, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Anindita Dhar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 29 years of industry experience. Anindita 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

960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ, 07733

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History

Regulatory History (1)
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.
Customer Dispute
June 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anindita is involved in several business activities, including DBAs for LPL business, a registered investment advisor, and Archway Advisor Services LLC. She also works as an insurance representative for Crump Life Insurance Services and is writing a book, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
January 2012 - Present · 14 yrs 9 mos
LPL Financial LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Private Portfolio Partners, LLC
March 2016 - April 2025 · 9 yrs 1 mo
Insight Private Advisors, LLC
September 2014 - May 2016 · 1 yr 8 mos
Private Advisor Group, LLC
May 2013 - December 2014 · 1 yr 7 mos
LPL Financial LLC
January 2012 - October 2015 · 3 yrs 9 mos
Lincoln Financial Advisors Corporation
September 2005 - January 2012 · 6 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
August 2005 - January 2012 · 6 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
August 2005 - April 2006 · 8 mos
Morgan Stanley
June 2002 - August 2005 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 1997 - August 2005 · 8 yrs 7 mos
State Registrations18 states
AZCACTDEFLMAMDMIMONCNENJNMNVNYOHPAVA
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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