Michelle Denisco is a CFP-designated registered investment advisor at LPL Financial LLC, based in Staten Island, NY, with 28 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
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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
900 South Ave Ste 300, Staten Island, NY, 10314
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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.
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Michelle operates Meridian Global Advisors LLC as a DBA for her LPL business, dedicating nearly full-time hours to it. She also owns rental real estate and provides real estate referral services, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
PFS Investments INC.Broker
Exco USA International INC.Broker
Exco USA Securities INC.Broker
Exco Rmj International INC.Broker
Garban Corporates GPBroker
State Registrations19 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.