VC
VC

Vito Cedro

28 Years of Experience
Cannonsburg, PA
1 DisclosureBrokerSells Insurance

Vito Cedro is a registered investment advisor at LPL Financial LLC, based in Cannonsburg, PA, 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

1000 Noble Energy Dr Ste 280, Cannonsburg, PA, 15317

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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
September 2007
Closed-No Action
Other Business ActivitiesSells Insurance

Vito operates Cedro Wealth Management, LLC as a DBA for his LPL business, dedicating about a quarter of his time. He is also an agent for non-variable insurance, spending a few hours per week on this activity, and operates H2R Wealth Management as a DBA for his LPL business, dedicating full-time hours.

Employment History
Current Registrations
LPL Financial LLC
November 2018 - Present · 7 yrs 6 mos
LPL Financial LLCBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Alpern Wealth Management, LLC
September 2012 - October 2018 · 6 yrs 1 mo
Solenture Advisors LLC
August 2006 - July 2012 · 5 yrs 11 mos
Mid Atlantic Capital CorporationBroker
June 2006 - July 2012 · 6 yrs 1 mo
Walnut Street Securities, INC.Broker
August 2003 - July 2006 · 2 yrs 11 mos
Nathan & Lewis Securities, INC.Broker
March 2002 - August 2003 · 1 yr 5 mos
New England SecuritiesBroker
September 2001 - January 2002 · 4 mos
CUNA Brokerage Services, INC.Broker
October 1999 - September 2001 · 1 yr 11 mos
Signator Investors, INC.Broker
August 1997 - August 1999 · 2 yrs
State Registrations23 states
ALCACODCFLGAILMAMDMTNCNJNMNYOHPARISCTNTXUTVAWV
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.