Robert Tudda is a registered investment advisor at LPL Financial LLC, based in Brooklyn, 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
4419 13th Ave., Brooklyn, NY, 11219
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Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
April 2008Other Business Activities
Robert operates his LPL business through Flagstar Wealth Services. He also owns rental real estate property since 2010, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
MML Investors Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Essex National Securities, LLCBroker
Essex National Securities, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities, LLC.Broker
Vision Securities INC.Broker
Gruntal & CO., L.L.C.Broker
Oppenheimer & CO., INC.Broker
Renaissance Financial Securities CORP.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.