Michael Zawadiwskyi
Michael Zawadiwskyi is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oradell, NJ, with 17 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
800 Kinderkamack Ave, Suite 300N, Oradell, NJ, 07649
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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
Michael is the owner and investment advisor representative of Red Oak Wealth Management LLC, spending nearly full-time on offering securities and investment advisory services. He is also an agent for Red Oak Insurance Agency, selling various insurance products and dedicating about a quarter of his time to this activity. Additionally, Michael owns rental property, which requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
The Paul Revere Variable Annuity Insurance CompanyBroker
Lehman Brothers INC.Broker
Rickel & Associates, INC.Broker
State Registrations18 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.