Wendy Astorino
Wendy Astorino is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, 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
420 Fort Duquesne Blvd, One Gateway Center, Ste 2000, Pittsburgh, PA, 15222
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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
Wendy operates "The Monteverde Group" as a DBA for her LPL business. She also works as an agent for non-variable insurance through The Monteverde Group, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations18 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.