Marcello Cutrupi
Marcello Cutrupi is a registered investment advisor at LPL Financial LLC, based in Mount Gilead, OH, with 29 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
Mount Gilead, OH
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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
Marcello operates Cutrupi & Associates Financial Group, Inc. as a DBA for his LPL business since 2012. He also has an insurance agency under the same name since 2022, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Investacorp Advisory Services INC
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Mcdonald Investments INC.Broker
Michael Patterson, INC.Broker
Quantum Capital CorporationBroker
The Hamilton-Shea Group, INC.Broker
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.