Salvatore Diciaccio is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 37 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
525 University Ave, Rochester, NY, 14607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Salvatore owns rental real estate through 525 UA LLC and Shurtleff Properties, dedicating about 10-20% of his time to 525 UA LLC. He also operates his LPL business under the DBA Research Financial Group and uses Greenback Inc for tax/investment purposes, spending minimal time on it during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
First Montauk Securities CORP.Broker
Citicorp Investment ServicesBroker
Cigna Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Thomas James Associates, INC.Broker
State Registrations31 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.