Maryanne Barcellona
Maryanne Barcellona is a CFP-designated registered investment advisor at LPL Financial LLC, based in Webster, NY, 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
1055 Ridge Rd, Webster, NY, 14580
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Maryanne is a notary, spends full-time hours on ESL Investment Services LLC as a DBA for LPL business, and also sells life, disability, long-term care, and fixed annuities through ESL Investment Services LLC. Additionally, Maryanne engages in online eBay sales and is a sales consultant for Tastefully Simple, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
Esl Investment Services, LLC
Esl Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.Broker
State Registrations10 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.