Stanley Lozinski
Stanley Lozinski is a CFP-designated registered investment advisor at LPL Financial LLC, based in New York, 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
5 Penn Plaza, 19th Fl, New York, NY, 10001
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Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Stanley is involved with Comprehensive Financial Benefits LLC, focusing on non-variable insurance, dedicating about 10-20% of his time. He also works as a coach in sports/fitness, dedicating a few hours per week, and is involved with CF Advisory Services, LLC and Comprehensive Financial, both DBAs for LPL business, dedicating full-time hours to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Pgp Financial, INC.
Pgp Financial, INC.Broker
Linsco/private Ledger CORP.Broker
Prime Capital Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations27 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.