Cheryl Giustiniano
Cheryl Giustiniano is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
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
3111 Camino Del Rio N Suite 920, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Cheryl owns rental real estate properties since 2021, dedicating minimal time to each. She is also an owner of Giustiniano Wealth Strategies, where she works as a financial advisor, taking about half of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Bush Polen & Associates INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.