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Michael Bellody

LPL Financial LLC
28 Years of Experience
Braintree, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Bellody is a registered investment advisor at LPL Financial LLC, based in Braintree, MA, with 28 years of industry experience. Michael 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

25 Braintree Hill Office Park, Ofc 8, Braintree, MA, 02184

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History

Regulatory History (1)
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 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael operates Imperia Wealth Management as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also works as a certified referee/coach in sports and fitness, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 3 mos
LPL Financial LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2024 · 10 mos
Osaic Wealth, INC.
September 2023 - July 2024 · 10 mos
Sagepoint Financial, INC.Broker
August 2022 - September 2023 · 1 yr 1 mo
Sagepoint Financial, INC.
August 2022 - September 2023 · 1 yr 1 mo
Securian Financial Services, INC.
January 2020 - August 2022 · 2 yrs 7 mos
Securian Financial Services, INC.Broker
December 2019 - August 2022 · 2 yrs 8 mos
Fisher Investments
March 2001 - August 2016 · 15 yrs 5 mos
The Dreyfus Service CorporationBroker
August 2000 - January 2001 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - August 2000 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
April 1996 - December 1998 · 2 yrs 8 mos
Pruco Securities CorporationBroker
August 1994 - May 1996 · 1 yr 9 mos
State Registrations14 states
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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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