Robert Sileo
Robert Sileo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 29 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
1048 Irvine Ave. Ste 783, Newport Beach, CA, 92660
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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.