Steven Barsolona
Steven Barsolona is a registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 31 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
101 Crawfords Corner Rd, Ste 1120, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Steven is affiliated with Gladstone Wealth Partners as a DBA for LPL business, dedicating full-time hours. He also works with Book of Brokers selling non-variable insurance, taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Santander Securities LLCBroker
Santander Securities
LPL Financial LLCBroker
LPL Financial LLC
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.