Robert Litwin
Robert Litwin is a registered investment advisor at LPL Financial LLC, based in Ocean City, NJ, with 26 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
Ocean City, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Robert operates under the DBA Gladstone Advisors and Sand Dollar Financial for his LPL business. He also receives non-variable insurance trails and is involved in real estate rental, dedicating minimal time to non-variable insurance through Evolution Financial Group.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Franklin Financial Services CorporationBroker
State Registrations3 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.