TrueAdvisor
TrueAdvisor
EB
EB

Edward Bevilacqua

LPL Enterprise, LLC
31 Years of Experience
Melville, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Edward Bevilacqua is a registered investment advisor at LPL Enterprise, LLC, based in Melville, NY, with 31 years of industry experience. Edward 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
3138 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

445 Broadhollow Road, Suite 405, Melville, NY, 11747

Get directions

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 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
May 2021 - November 2024 · 3 yrs 6 mos
Prudential Financial Planning Services
May 2021 - November 2024 · 3 yrs 6 mos
Bny Mellon Securities Corporation
January 2020 - January 2021 · 1 yr
Bny Mellon Securities CorporationBroker
January 2020 - January 2021 · 1 yr
Financial Resources Group Investment Services, LLCBroker
May 2018 - January 2020 · 1 yr 8 mos
LPL Financial LLC
October 2015 - February 2020 · 4 yrs 4 mos
LPL Financial LLCBroker
October 2015 - February 2020 · 4 yrs 4 mos
Metlife Securities INC.
April 2012 - November 2015 · 3 yrs 7 mos
Metlife Securities INC.Broker
August 2011 - November 2015 · 4 yrs 3 mos
Chase Investment Services CORP.
October 2009 - August 2011 · 1 yr 10 mos
Chase Investment Services CORP.Broker
October 2009 - August 2011 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.
May 2007 - September 2009 · 2 yrs 4 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
September 2003 - May 2007 · 3 yrs 8 mos
Dreyfus Service CorporationBroker
January 1997 - August 2003 · 6 yrs 7 mos
Royce Investment Group, INC.Broker
November 1994 - December 1996 · 2 yrs 1 mo
State Registrations8 states
CAFLGAMONCNYTXWV
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.
More Advisors
More financial advisors in Melville, NY →All financial advisors in New York →