William Manolopoulos
William Manolopoulos is a CFP-designated registered investment advisor at LPL Financial LLC, based in Astoria, NY, with 23 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
2302 33rd Street, Astoria, NY, 11105
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Regulatory History (1)
Criminal
April 1985Other Business ActivitiesSells Insurance
William is involved in real estate rental through Tessera Brothers LLC since 2014. He is also an insurance agent with Crump Life Insurance Services, selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Q Prime, INC.Broker
State Registrations6 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.