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Eddie Viscovich

33 Years of Experience
Woodside, NY
Broker

Eddie Viscovich is a registered investment advisor at LPL Financial LLC, based in Woodside, NY, with 33 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

60-20 Woodside Ave, Woodside, NY, 11377

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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 Activities

Eddie operates under the DBA Webster Investments for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2008 - Present · 18 yrs
LPL Financial LLC
May 2008 - Present · 18 yrs
Previous Registrations
Financial Resources Group Investment Services, LLCBroker
April 2018 - October 2023 · 5 yrs 6 mos
Ifmg Securities, INC.
April 2007 - May 2008 · 1 yr 1 mo
Ifmg Securities, INC.Broker
November 2006 - May 2008 · 1 yr 6 mos
Chase Investment Services CORP.Broker
October 2006 - November 2006 · 1 mo
Chase Investment Services CORP.
October 2006 - November 2006 · 1 mo
Bny Investment Center INC.
December 2005 - October 2006 · 10 mos
Bny Investment Center INC.Broker
September 2002 - October 2006 · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 1999 - September 2002 · 3 yrs 8 mos
Robert Thomas Securities, INCBroker
January 1995 - January 1999 · 4 yrs
Natwest Investor Services CorporationBroker
November 1993 - December 1994 · 1 yr 1 mo
Lehman Brothers INC.Broker
January 1993 - May 1993 · 4 mos
Lehman Brothers INC.Broker
April 1992 - September 1992 · 5 mos
State Registrations9 states
CTFLGANCNJNYOHPAVA
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.
Eddie Viscovich - Financial Advisor | TrueAdvisor