Anthony Pecoraro
Anthony Pecoraro is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Milwaukee, WI, 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
790 N Water St Lobby, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History (1)
Criminal
April 1993Other Business Activities
Anthony operates under the DBA BMO Investment Services for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
W.J. Nolan & Company, INC.Broker
Renaissance Financial Securities CORP.Broker
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.