SP
CFP
SP
CFP

Sandro Palmerini

34 Years of Experience
Howard Beach, NY
1 DisclosureBroker

Sandro Palmerini is a CFP-designated registered investment advisor at LPL Financial LLC, based in Howard Beach, NY, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

82-10 153rd Ave, Howard Beach, NY, 11414

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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
April 1996
Settled
Other Business Activities

Sandro operates his LPL business under the DBA Flagstar Wealth Services since February 2024. This activity is investment-related and conducted at his reported business location.

Employment History
Current Registrations
LPL Financial LLC
April 2017 - Present · 9 yrs 1 mo
LPL Financial LLC
April 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.
April 2012 - June 2017 · 5 yrs 2 mos
Hsbc Securities (USA) INC.Broker
April 2012 - June 2017 · 5 yrs 2 mos
Allstate Financial Services, LLCBroker
December 2011 - April 2012 · 4 mos
Capital One Financial Advisors LLC
December 2006 - January 2011 · 4 yrs 1 mo
Capital One Investment Services LLCBroker
December 2006 - January 2011 · 4 yrs 1 mo
Banc of America Investment Services, INC.Broker
December 2006 - December 2006 · 0 mos
Banc of America Investment Services, INC.
December 2006 - December 2006 · 0 mos
Chase Investment Services CORP.
March 2004 - November 2006 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
February 2004 - November 2006 · 2 yrs 9 mos
Bny Investment Center INC.Broker
October 1999 - February 2004 · 4 yrs 4 mos
Essex National Securities, INC.Broker
December 1998 - November 1999 · 11 mos
Whale Securities CO., L.P.Broker
May 1998 - December 1998 · 7 mos
J.W. Barclay & CO., INC.Broker
September 1997 - April 1998 · 7 mos
Andrew, Alexander, Wise & Company IncorporatedBroker
February 1997 - September 1997 · 7 mos
Shamus Group, INC.Broker
May 1996 - March 1997 · 10 mos
Whale Securities CO., L.P.Broker
April 1992 - May 1996 · 4 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
February 1992 - February 1992 · 0 mos
County Natwest International LimitedBroker
May 1991 - March 1992 · 10 mos
Pruco Securities CorporationBroker
January 1989 - June 1989 · 5 mos
The Prudential Insurance Company of AmericaBroker
January 1989 - June 1989 · 5 mos
State Registrations12 states
CACTFLGANHNJNYPASCTNVAVT
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.