David Chorney
David Chorney is a registered investment advisor at LPL Financial LLC, based in Woodbridge, CT, 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
1 Bradley Rd #402, Woodbridge, CT, 06525
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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
David is a business owner of BoToDo Art & Photography since 2007 and a non-profit board member for Beth El-Keser Israel since 2010. He also operates Financial Concepts Unlimited, LLC as a DBA for his LPL business since 1995 and is involved with non-variable insurance since 1990.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Polaris Advisory Services INC
Polaris Financial Services, INC.Broker
Polaris Financial Services, INC.Broker
MML Investors Services, INC.Broker
Investment Management & Research, INCBroker
State Registrations10 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.