Daniel Campanelli
Daniel Campanelli is a registered investment advisor at LPL Financial LLC, based in Rahway, NJ, 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
397 Upton Place, Rahway, NJ, 07065
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Daniel operates under several DBAs for his LPL business, including People's Alliance Investment & Retirement Center, MEMBERS Financial Services, NIHFCU Wealth Advisors, HARBORONE INVESTMENT SERVICES, ATLANTIC FINANCIAL SERVICES, and NASSAU FINANCIAL INVESTMENT CENTER. He spends about a quarter of his time on NIHFCU Wealth Advisors and a few hours per week on the other entities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Robert Thomas Securities, INCBroker
Wood-Pomerantz Securities, INCBroker
Vanderbilt Securities, INC.Broker
J. T. Moran & CO., INC.Broker
State Registrations38 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.