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Leonard Ludovico

34 Years of Experience
Wall Township, NJ
Broker

Leonard Ludovico is a registered investment advisor at LPL Financial LLC, based in Wall Township, NJ, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Wall Township, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
December 2018 - May 2025 · 6 yrs 5 mos
Cuso Financial Services, L.P.Broker
December 2018 - May 2025 · 6 yrs 5 mos
Sorrento Pacific Financial, LLCBroker
June 2014 - May 2025 · 10 yrs 11 mos
Sorrento Pacific Financial, LLC
June 2014 - May 2025 · 10 yrs 11 mos
PNC Investments
February 2013 - June 2014 · 1 yr 4 mos
PNC InvestmentsBroker
October 2012 - June 2014 · 1 yr 8 mos
LPL Financial LLCBroker
January 2010 - August 2012 · 2 yrs 7 mos
Sun Life Financial Distributors, INC.Broker
April 2005 - November 2009 · 4 yrs 7 mos
Ifmg Securities, INC.Broker
October 1999 - March 2005 · 5 yrs 5 mos
Marketing One Securities, INC.Broker
August 1993 - October 1999 · 6 yrs 2 mos
Metlife Securities INC.Broker
May 1991 - May 1993 · 2 yrs
Metropolitan Life Insurance CompanyBroker
May 1991 - May 1993 · 2 yrs
State Registrations1 state
NJ
AdvisorBrokerBoth

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
No exam information available for this advisor.