Daniel D'andreano is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Liverpool, NY, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
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.
Exams
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