Jack Cupelli
Jack Cupelli is a registered investment advisor at LPL Financial LLC, based in Poughkeepsie, NY, with 36 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
Poughkeepsie, NY
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack sells various life insurance products through Cornerstone Financial since 1990, dedicating time as needed. He also provides financial services through Cornerstone Financial.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
First Union Brokerage Services, INC.Broker
Marketing One Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Financial Network Investment CorporationBroker
Marine Midland Securities, INC.Broker
Cigna Financial Advisors,inc.Broker
Guardian Investor Services CorporationBroker
L.C. Wegard & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
G. K. Scott & CO., INC.Broker
Andrew Alen Securities, INC.Broker
Koch Capital INCBroker
Investors Center, INC.Broker
State Registrations13 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.