Salvatore Bocchimuzzo
Salvatore Bocchimuzzo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kingston, NY, with 35 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
1099 Morton Blvd, Kingston, NY, 12401
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Salvatore operates under the DBAs Mid-Hudson Valley Investment and Retirement Center and MHV Investment & Retirement Center for his LPL business. He also owns rental real estate in Kingston and Glasco, NY, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Advantage Capital CorporationBroker
State Registrations36 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.