Angelo Anello
Angelo Anello is a registered investment advisor at LPL Financial LLC, based in Needham, MA, 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
75 2nd Ave Suite 605, Needham, MA, 02494
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2025Customer Dispute
September 2024Customer Dispute
May 2024Customer Dispute
March 2023Customer Dispute
February 2021Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Angelo sells non-variable insurance products, including fixed annuities, dedicating about 10-20% of his time to this. He also owns rental real estate and is involved with Tailored Wealth Management and Gladstone Institutional Advisory, spending about half his time on Tailored Wealth Management and minimal time on Gladstone Institutional Advisory.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Dreyfus Service CorporationBroker
Salomon Smith Barney INC.Broker
State Registrations24 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.