Joseph Ruzycki
Joseph Ruzycki is a CFP-designated registered investment advisor at LPL Financial LLC, based in Naples, FL, with 27 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
Naples, FL
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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
Joseph sells non-variable insurance, dedicating minimal time to it. He also owns CWP Property Management, LLC, a real estate rental business, and is associated with Center For Wealth Planning, Inc. and America Group as DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Center for Wealth Planning Advisors, INC
LPL Financial LLC
Mutual Service CorporationBroker
Abn Amro Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations50 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.