Daniel D'andreano
Daniel D'andreano is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Liverpool, NY, with 30 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
7421 Oswego Road, Liverpool, NY, 13090
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Regulatory History (1)
Criminal
October 1986Other Business Activities
Daniel works as an office manager for Quest Wealth Management since January 2023, dedicating full-time hours to the role. This is an investment-related DBA.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
S.E.E.D. Planning Group, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
M&t Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.