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Michael Massoud

28 Years of Experience
Syracuse, NY
BrokerSells Insurance

Michael Massoud is a registered investment advisor at LPL Financial LLC, based in Syracuse, NY, 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
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

231 Salina Meadows Pkwy, Suite 180, Syracuse, NY, 13212

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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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Other Business ActivitiesSells Insurance

Michael is an agent offering non-variable insurance products including life, fixed annuities, disability, and long-term care since 2015. He also operates his LPL business under the DBA Dusckas Advisory Group, LLC.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 4 yrs 9 mos
LPL Financial LLC
January 2015 - Present · 11 yrs 4 mos
LPL Financial LLCBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
September 2007 - January 2015 · 7 yrs 4 mos
Leigh Baldwin & CO., LLCBroker
April 2002 - September 2007 · 5 yrs 5 mos
Uvest Investment ServicesBroker
April 2002 - April 2002 · 0 mos
Linsco/private Ledger CORP.Broker
July 2001 - April 2002 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
September 1999 - July 2001 · 1 yr 10 mos
Robert W. Baird & CO. IncorporatedBroker
September 1999 - July 2001 · 1 yr 10 mos
Linsco/private Ledger CORP.Broker
May 1997 - September 1999 · 2 yrs 4 mos
State Registrations5 states
COFLNJNYSD
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.