Anthony Zambri
Anthony Zambri is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Melville, NY, with 37 years of industry experience. Anthony 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
538 Broadhollow Road, Ste 202, Melville, NY, 11747
Get directionsHistory
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.
Exams
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