SD
CFP
SD
CFP

Schuyler Dombroske

30 Years of Experience
Clinton, NY
Broker

Schuyler Dombroske is a CFP-designated registered investment advisor at LPL Financial LLC, based in Clinton, NY, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7920 State Route 5, Suite 2, Clinton, NY, 13323

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Schuyler is the President of The Salt City Dart League, a non-profit, and a staff writer for Insiderbaseball.com. He also does radio for Fantistics, and Mohawk Valley Capital Management is a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 4 mos
LPL Financial LLC
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Cadaret Grant & CO INC
January 2011 - April 2019 · 8 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
October 2010 - April 2019 · 8 yrs 6 mos
Ridgeway & Conger, INC.Broker
June 2009 - October 2010 · 1 yr 4 mos
Ridgeway Conger Advisory Services
June 2009 - October 2010 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1998 - June 2009 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1995 - June 2009 · 13 yrs 10 mos
State Registrations15 states
AZCACOFLMDMSNCNHNJNYORPASCTNVA
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.