Nestor Belmonte
Nestor Belmonte is a registered investment advisor at LPL Financial LLC, based in Newark, CA, 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
39899 Balentine Drive, Suite 200, Newark, CA, 94560
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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
Nestor operates under the DBA Humanity Wealth Advisors for his LPL business and Humanity Insurance Solutions for non-variable insurance. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating nearly full-time hours to this activity, and engages in real estate rental with Home Away from Home.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Bancwest Investment Services, INC.Broker
Linsco/private Ledger CORP.Broker
Bancwest Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Bisys Brokerage Services, INC.Broker
State Registrations11 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.