Leszek Michniewicz
Leszek Michniewicz is a registered investment advisor at LPL Financial LLC, based in Syosset, NY, 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
40 Underhill Blvd Ste 2A, Syosset, NY, 11791
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
July 2003Other Business Activities
Leszek is involved in two investment-related activities: Heritage Financial Solutions (since 2017) and LJM Advisors, Inc. (since 2015). He dedicates full-time hours to each of these businesses during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.Broker
Citigroup Global Markets INC.Broker
David Lerner Associates, INC.Broker
State Registrations16 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.