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CFP
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CFP

Leslie Shenkler

LPL Financial LLC
27 Years of Experience
Princeton, NJ
Broker
View SEC Summary
View SEC Summary

Leslie Shenkler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Princeton, NJ, with 27 years of industry experience. Leslie 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
28221 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

500 College Rd East Ste 230, Princeton, NJ, 08540

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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 Activities

Leslie operates Alcove Private Wealth as a DBA for her LPL business, dedicating nearly full-time hours to it. She also owns rental real estate on Block Island, RI.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2022 - Present · 4 yrs 7 mos
LPL Financial LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
November 2012 - April 2022 · 9 yrs 5 mos
UBS Financial Services INC.Broker
November 2012 - April 2022 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - November 2012 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - November 2012 · 6 yrs 4 mos
Citigroup Global Markets INC.
May 2002 - July 2006 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
January 1999 - July 2006 · 7 yrs 6 mos
State Registrations16 states
AZCACTDCDEFLMAMDNCNHNJNYOHPASCTX
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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