Aderito Morais
Aderito Morais is a registered investment advisor at LPL Financial LLC, based in Charlotte, NC, 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
7421 Carmel Executive Park, Suite 226, Charlotte, NC, 28226
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aderito operates under Ryan Hess Morais Financial Associates, Inc. as a DBA for LPL business, dedicating minimal time. Aderito also receives non-variable insurance commission trails from Dexter Insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Marion Bass Securities CorporationBroker
Southeast Investments N.a., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.