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Peter Gialames

LPL Financial LLC
52 Years of Experience
Pittsburgh, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Gialames is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 52 years of industry experience. Peter 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1580 Mclaughlin Run Rd Ste 106, Pittsburgh, PA, 15241

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Settled
Employment Separation After Allegations
September 2003
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter is involved in several business activities, including payroll services, operating his LPL business under a DBA, and acting as President/CEO of a Third Party Administrator. He also works as an independent insurance agent selling life, disability, and fixed insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2014 - January 2024 · 9 yrs 6 mos
Cambridge Investment Research, INC.Broker
July 2014 - January 2024 · 9 yrs 6 mos
Ic Advisory Services, INC.
June 2006 - July 2014 · 8 yrs 1 mo
The Investment Center, INC.
July 2004 - June 2006 · 1 yr 11 mos
The Investment Center, INC.Broker
July 2004 - July 2014 · 10 yrs
Raymond James Financial Services
December 1999 - September 2003 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
February 1990 - September 2003 · 13 yrs 7 mos
New England SecuritiesBroker
April 1983 - February 1990 · 6 yrs 10 mos
Hefren-Tillotson, INC.Broker
May 1980 - April 1983 · 2 yrs 11 mos
Miller Holmes Company, INC.Broker
April 1973 - May 1980 · 7 yrs 1 mo
State Registrations5 states
FLNYOHPAVA
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.
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