Daniel Podawiltz
Daniel Podawiltz is a registered investment advisor at LPL Financial LLC, based in Melbourne, FL, with 31 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
6767 N Wickham Rd Ste 400E, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (2)
Financial
January 2021Regulatory
January 2008Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products, which are investment-related. He spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations22 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.