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CFP

Robert Angelo

LPL Financial LLC
31 Years of Experience
Doylestown, PA
1 DisclosureBroker
View SEC Summary
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Robert Angelo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 31 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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

Location

252 West Swamp Rd, Ste 53-A, Doylestown, PA, 18901

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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
April 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns a personal office condo for real estate rental and is the owner of Second Level Financial, a business entity for tax/investment purposes. He also acts as a sole trustee for Second Level Financial 401K and dedicates full-time hours to Alliare Wealth Management, a DBA for LPL business, and about 10-20% of his time to tax preparation/accounting/CPA services.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2023 - Present · 3 yrs
LPL Financial LLC
October 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - October 2023 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
March 2020 - October 2023 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2009 - March 2020 · 10 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2020 · 12 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
October 1997 - January 2008 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1995 - October 1997 · 2 yrs 9 mos
State Registrations20 states
AZCADCDEFLINMAMDMNMONCNJNMNYOHPASCTXVAWI
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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