Robert Melle is a registered investment advisor at LPL Financial LLC, based in New York, NY, 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
300 Park Ave Fl 13, New York, NY, 10022
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
April 2024Customer Dispute
August 2008Customer Dispute
September 2001Other Business Activities
Robert is an advisor for Hendel Wealth Management Group, a DBA/support company, since May 2025. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Citicorp Investment ServicesBroker
Citicorp Investment Services
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
State Registrations22 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.