Christopher Nicolosi
Christopher Nicolosi is a registered investment advisor at LPL Financial LLC, based in Melville, NY, with 35 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
538 Broadhollow Rd Ste 202, Melville, NY, 11747
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
June 2012Customer Dispute
September 2008Customer Dispute
March 2004Customer Dispute
July 2000Other Business Activities
Christopher serves as a trustee for his mother's trust, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
State Registrations16 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.
Exams
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