Steven Cavagnaro
Steven Cavagnaro is a registered investment advisor at LPL Financial LLC, based in Leesburg, VA, 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
341 East Market St., Leesburg, VA, 20176
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2013Customer Dispute
October 2013Customer Dispute
August 2007Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Chevy Chase Financial ServicesBroker
Chevy Chase Financial Services
Citicorp Investment Services
Citicorp Investment ServicesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Murphy & DurieuBroker
Lcp Capital CORP.Broker
Sterling Foster & Company, INC.Broker
Vtr Capital, INC.Broker
Sterling Foster & Company, INC.Broker
State Registrations16 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.