Peter Baldini
Peter Baldini is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, 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
461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (4)
Judgment / Lien
December 2023Judgment / Lien
November 2023Judgment / Lien
September 2019Judgment / Lien
May 2018Other Business ActivitiesSells Insurance
Peter owns rental real estate and is involved with New Penn Associates, LLC, selling fixed, life, health, P&C, and disability insurance, taking about a quarter of his time. He also receives trails from SEI Investments and is an agent of record for CNL Capital Markets Corp, dedicating minimal time to each, and spends a few hours per week with Give to Give.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Sammons Securities Company, LLCBroker
Jefferson Pilot Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
Nylife Securities INC.Broker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations8 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.