Daniel Ciolek is a registered investment advisor at LPL Financial LLC, based in Chardon, OH, 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
Chardon, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates under the DBA Daniel Ciolek Asset Management for his LPL business since 2010. He also owns rental real estate property since 2009.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
First Investors CorporationBroker
State Registrations9 states
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