Edward Livrieri is a CFP-designated registered investment advisor at LPL Financial LLC, based in Weston, FL, 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
Weston, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward works for Livrieri & Golub, Inc. doing accounting and tax preparation, dedicating about 10% of his time. He also provides asset management services through Private Advisor Group, LLC and LGR Financial, spending nearly full-time hours on these activities.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Grodsky Associates, INC.Broker
State Registrations14 states
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