Mary Fiorenzo is a registered investment advisor at LPL Financial LLC, based in Erie, PA, 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
127 W 6th St, Erie, PA, 16501-1001
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary acts in a fiduciary capacity for her mother and spends minimal time on this. She also has several business entities, including Legacy Financial Consulting Services (where she sells fixed insurance/long-term care), Fiologistic LLC, Kosar Family Trucking LLC, Fiorenzo Investments, LLC, and Momentum Wealth Partners, as well as rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Painewebber INC.Broker
State Registrations28 states
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