Felix Bartolomei
Felix Bartolomei is a registered investment advisor at LPL Financial LLC, based in Winter Garden, FL, with 28 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
13580 W Colonial Dr, Winter Garden, FL, 34787
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Regulatory History (16)
Customer Dispute
December 2020Customer Dispute
August 2019Customer Dispute
August 2019Customer Dispute
April 2019Customer Dispute
April 2019Customer Dispute
November 2018Customer Dispute
August 2018Customer Dispute
June 2018Customer Dispute
February 2018Customer Dispute
October 2017Customer Dispute
August 2016Customer Dispute
June 2016Customer Dispute
March 2016Customer Dispute
February 2016Customer Dispute
March 2015Customer Dispute
May 2014Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Santander Securities
Santander Securities LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Olde Discount CorporationBroker
State Registrations16 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.