Evan Adelglass
Evan Adelglass is a registered investment advisor at LPL Financial LLC, based in Ansonia, CT, 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
350 W Main St, Ansonia, CT, 06401
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2025Customer Dispute
October 2024Customer Dispute
October 2024Customer Dispute
March 2002Other Business Activities
Evan operates Adelglass Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
First Union Securities, INC.Broker
First Albany CorporationBroker
Janney Montgomery Scott INC.Broker
Gruntal & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Greenway Capital CORP.Broker
Montano Securities CorporationBroker
State Registrations16 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.