Peter Bernardi is a registered investment advisor at LPL Financial LLC, based in Hanover, MA, 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
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
2048 Washington St., Hanover, MA, 02339
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Peter operates New Century Investment Management, LLC as a DBA for his LPL business and as a Registered Investment Advisor, dedicating about 10-20% of his time to providing consulting services to 401(k) plans. He also serves as Assistant Treasurer/Treasurer for the South River Beach Club, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
New Century Investment Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
Quick & Reilly, INC.Broker
Quick & Reilly, INC.
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations12 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.