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Christopher Grella

LPL Enterprise, LLC
31 Years of Experience
Holmdel, NJ
1 DisclosureBroker
View SEC Summary
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Christopher Grella is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Holmdel, NJ, with 31 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3131 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 Crawfords Corner Rd, Suite 2409, Holmdel, NJ, 07733

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLC
July 2026 - Present · 3 mos
LPL Enterprise, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2016 - July 2026 · 10 yrs 3 mos
Ameriprise Financial Services, LLC
April 2016 - July 2026 · 10 yrs 3 mos
Metlife Securities INC.
February 2014 - April 2016 · 2 yrs 2 mos
Metlife Securities INC.Broker
October 2011 - April 2016 · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
July 2003 - October 2011 · 8 yrs 3 mos
Janney Montgomery Scott LLCBroker
February 1999 - August 2003 · 4 yrs 6 mos
Dean Witter Reynolds INC.Broker
September 1995 - February 1999 · 3 yrs 5 mos
Oppenheimer & CO., INC.Broker
May 1995 - October 1995 · 5 mos
State Registrations14 states
AZCACTFLMAMNNCNJNYOHORTNVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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