Anthony Zambri
Anthony Zambri is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Melville, 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
538 Broadhollow Road, Ste 202, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Anthony is a managing partner and co-owner of Zambri Enterprises, a real estate business, since 2007. He dedicates minimal time to these activities, which are for tax/investment purposes and involve vacant land ownership.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Equity Services, INC.Broker
State Registrations26 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.