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Joseph Silerto

27 Years of Experience
Milltown, NJ
Broker

Joseph Silerto is a registered investment advisor at LPL Financial LLC, based in Milltown, NJ, with 27 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

Milltown, NJ

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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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Employment History
Current Registrations
LPL Financial LLC
October 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
National Asset Management, INC.
August 2019 - October 2021 · 2 yrs 2 mos
National Securities CorporationBroker
August 2019 - October 2021 · 2 yrs 2 mos
Prudential Financial Planning Services
March 2019 - July 2019 · 4 mos
Pruco Securities, LLC.Broker
March 2019 - July 2019 · 4 mos
Scottrade Investment Management
February 2017 - March 2018 · 1 yr 1 mo
Scottrade, INC.Broker
February 1999 - March 2018 · 19 yrs 1 mo
H.J. Meyers & CO., INC.Broker
November 1997 - May 1998 · 6 mos
Millennium Securities CORP.Broker
July 1997 - November 1997 · 4 mos
Walsh Manning Securities, LLCBroker
June 1996 - June 1997 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.