Steven Belloli is a registered investment advisor at LPL Financial LLC, based in East Lansing, MI, with 32 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
3444 E Lake Lansing Rd, East Lansing, MI, 48823-1511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven operates Upstream Investment Partners as a DBA for his LPL business, dedicating full-time hours. He also co-owns rental real estate, SVB Lansing, spending full-time hours on that as well.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations50 states
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