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CFP
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CFP

Mary Pascarella

LPL Financial LLC
34 Years of Experience
Parsippany, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mary Pascarella is a CFP-designated registered investment advisor at LPL Financial LLC, based in Parsippany, NJ, with 34 years of industry experience. Mary 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

2001 Route 46 E., Ste. 103, Parsippany, NJ, 07054

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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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Other Business ActivitiesSells Insurance

Mary is an insurance broker, earning commissions, and spends minimal time on this activity. She is also involved with Life Brokerage, LLC, focusing on non-variable insurance, and dedicates minimal time to this as well. Mary also operates Perennis Financial Planning, LLC as a DBA for her LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2018 - Present · 8 yrs
LPL Financial LLC
October 2018 - Present · 8 yrs
Previous Registrations
Cetera Advisors LLC
February 2000 - October 2018 · 18 yrs 8 mos
Cetera Advisors LLCBroker
March 1992 - October 2018 · 26 yrs 7 mos
State Registrations22 states
AZCADCDEFLGAIDILMAMDMIMTNCNJNYPASCTNTXVTWAWI
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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