Michael Bellody
Michael Bellody is a registered investment advisor at LPL Financial LLC, based in Braintree, MA, with 28 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
25 Braintree Hill Office Park, Ofc 8, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other 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
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Fisher Investments
The Dreyfus Service CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations13 states
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.