Edward Montagna is a registered investment advisor at LPL Financial LLC, based in Brick, NJ, with 33 years of industry experience. Edward 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
445 Brick Blvd Ste 105, Brick, NJ, 08723
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2015Customer Dispute
February 2015Employment Separation After Allegations
July 1996Customer Dispute
June 1996Customer Dispute
September 1994Other Business Activities
Edward operates Coastal Wealth Management LLC as a DBA for his LPL business. This investment-related activity takes about half of his time during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations8 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.
Exams
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