Joseph Dambrosio
Joseph Dambrosio is a registered investment advisor at LPL Financial LLC, based in Monroeville, PA, with 38 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3824 Northern Pike Ste 850, Monroeville, PA, 15146
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business Activities
Joseph operates D'Ambrosio Financial Advisors as a DBA for his LPL business. He also owns a Fantastic Sams hair salon franchise, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
The Advisors Group, 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.
Exams
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