Edward Dipietro
Edward Dipietro is a registered investment advisor at LPL Financial LLC, based in Gilbertsville, PA, with 32 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Gilbertsville, PA
Get directionsHistory
Regulatory History (5)
Judgment / Lien
December 2019Judgment / Lien
June 2019Financial
December 2016Judgment / Lien
September 2016Judgment / Lien
July 2016Other Business ActivitiesSells Insurance
Edward is a consultant at Scharf Group, responsible for investment portfolios and strategic planning, dedicating nearly full-time hours to this role. He also works as an insurance agent for Scharf Group LLC, selling life, health insurance, and fixed annuities, which takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Cumberland Brokerage Corporation
Cumberland Brokerage CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations18 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.
Exams
More Advisors
- Graig Nickel, CFALPL Financial LLC
- Joseph Borgese, CFPCetera Investment Advisers LLC