Daniel Aiello
Daniel Aiello is a registered investment advisor at LPL Financial LLC, based in Boalsburg, PA, with 33 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
105 W. Main St., Boalsburg, PA, 16827
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the president of Aiello & Associates, Inc., a business entity for tax/investment purposes, and an agent at Culbertson Financial Services, focusing on health, life, and disability insurance, taking about a quarter of his time. He also works with non-variable insurance through Culbertson Financial Services LLC, Crump, and Alpha Solutions.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
First Advisors, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
State Registrations18 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.