David Aronovitch
David Aronovitch is a registered investment advisor at LPL Financial LLC, based in Santa Monica, CA, with 18 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
2665 30th Street Suite 212, Santa Monica, CA, 90405
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David provides investment advisory services through Perennial Investment Advisors, LLC, spending about half his time on this. He is also an insurance agent through Perennial Financial and Insurance Services and Perennial Legacy LLC, spending a few hours per week on these activities.
Employment History
Current Registrations
LPL Financial LLC
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations21 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.