Robert Sileo
Robert Sileo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Miami, FL, with 29 years of industry experience. Robert 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.
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
201 S. Biscayne Blvd., Fl. 28, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2021Other Business ActivitiesSells Insurance
Robert is an agent for health, life, and variable insurance. He also works nearly full-time for MorganStreet Wealth Management and is a sales associate for LegalShield.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Goldman, Sachs & CO.Broker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
NationssecuritiesBroker
State Registrations8 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.
Exams
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