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Anthony Mona

LPL Financial LLC
28 Years of Experience
Bingham Farms, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Mona is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 28 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025

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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

Anthony has numerous ownership stakes in rental properties, several through LLCs, requiring minimal time commitment. He also dedicates a few hours per week to insurance sales, including fixed annuities, life/health, and LTC, and is affiliated with Cadaret Grand & Co., Inc.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Spartan Wealth Management
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
August 2022 - July 2025 · 2 yrs 11 mos
Cadaret Grant & CO INC
August 2022 - July 2025 · 2 yrs 11 mos
UBS Financial Services INC.
October 2010 - August 2022 · 11 yrs 10 mos
UBS Financial Services INC.Broker
October 2007 - August 2022 · 14 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2002 - October 2007 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 1998 - August 2002 · 4 yrs 5 mos
State Registrations23 states
ALAZCACOFLGAIAILINMIMNMONCNVNYOHPARISCTNTXVAWI
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.
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