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Peter Sciortino

LPL Financial LLC
29 Years of Experience
Moorestown, NJ
5 DisclosuresBroker
View SEC Summary
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Peter Sciortino is a registered investment advisor at LPL Financial LLC, based in Moorestown, NJ, with 29 years of industry experience. Peter 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7 E Main St Ste 203, Moorestown, NJ, 08057

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014
Denied
Customer Dispute
July 2005
Denied
Customer Dispute
January 2004
Settled
Customer Dispute
July 2003
Denied
Customer Dispute
April 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Peter operates Integrity Wealth Management as a DBA for his LPL business. He also owns Oakhurst, LLC, a real estate rental business, since 2003.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
July 2010 - February 2018 · 7 yrs 7 mos
Invest Financial CorporationBroker
July 2010 - February 2018 · 7 yrs 7 mos
Vsr Financial Services, INC.Broker
April 2008 - July 2010 · 2 yrs 3 mos
Vsr Advisory Services
April 2008 - July 2010 · 2 yrs 3 mos
Prudential Financial Planning Services
April 2007 - April 2008 · 1 yr
Pruco Securities, LLC.Broker
March 2007 - April 2008 · 1 yr 1 mo
Wachovia Securities, LLC
January 2004 - February 2007 · 3 yrs 1 mo
Wachovia Securities, LLCBroker
October 2000 - February 2007 · 6 yrs 4 mos
First Union Brokerage Services, INC.Broker
October 1998 - October 2000 · 2 yrs
Philadelphia Investors, LTD.Broker
August 1997 - November 1998 · 1 yr 3 mos
John Hancock Distributors, INC.Broker
December 1993 - May 1994 · 5 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1993 - May 1994 · 5 mos
State Registrations8 states
DCDEFLMDNJNYPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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