Troy Sterba is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Lauderdale, FL, with 26 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
450 E Las Olas Blvd., Suite 1220, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Troy is a limited partner in Viastar Holdins, LLC, a holding company for undeveloped land, but has no duties. He also serves on the Board of Directors for Actors' Playhouse, a performing arts theater, dedicating a few hours per week to oversight of operations, finance, and management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Wachovia Securities, LLCBroker
Southtrust Securities, INC.
Southtrust Securities, LLCBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations13 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.