Robert Lewandowski is a registered investment advisor at LPL Financial LLC, based in Winchester, VA, 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
100 West Jubal Early Drive, Winchester, VA, 22601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates under two DBAs for his LPL business: Summit Financial Services since 2011, and Burke & Herbert Wealth Management since May 2024. He dedicates about a quarter of his time to Burke & Herbert Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.Broker
Nathan & Lewis Securities, INC.Broker
Bisys Brokerage Services, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations20 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.