MC
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Mario Camillo

29 Years of Experience
Elma, NY
1 DisclosureBrokerSells Insurance

Mario Camillo is a registered investment advisor at LPL Financial LLC, based in Elma, 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
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

2901 Bowen Rd, Elma, NY, 14059

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009
Settled
Other Business ActivitiesSells Insurance

Mario has a DBA for LPL Business called Buffalo Wealth MGMT, dedicating full-time hours to it. He is also involved with The Specific Solutions Group, which offers non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Invest Financial CorporationBroker
December 2008 - February 2018 · 9 yrs 2 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2008 · 3 yrs 2 mos
Sunamerica Securities, INC.Broker
January 2000 - October 2005 · 5 yrs 9 mos
Delta Equity Services CorporationBroker
December 1996 - January 2000 · 3 yrs 1 mo
State Registrations8 states
FLGAINMONCNVNYPA
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.