Robert Streit is a registered investment advisor at LPL Financial LLC, based in Philadelphia, PA, with 22 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
8025 Roosevelt Blvd, Ste 200, Philadelphia, PA, 19152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates Integrity Wealth Management, LLC as a DBA for his LPL business since 2017. He also owns rental real estate since 2021 and dedicates minimal time to it. Furthermore, Robert provides investment advisory services through Private Advisor Group, spending nearly full-time hours on this activity since 2024.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations9 states
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