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Michael Agriesti

LPL Financial LLC
27 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Agriesti is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 27 years of industry experience. Michael 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

300 Marconi Blvd Suite 304, Columbus, OH, 43215

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael operates under the DBAs Bluestone Wealth Partners and Gladstone Wealth Partners, providing investment advisory services through Gladstone Institutional Advisory LLC. He also works as a registered representative with LPL Financial, spending a significant amount of time on these investment-related activities.

Employment History
Current Registrations
LPL Financial LLC
April 2023 - Present · 3 yrs 6 mos
Gladstone Wealth Partners
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Lincoln Financial Advisors Corporation
May 2001 - September 2021 · 20 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
May 2001 - September 2021 · 20 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
May 2001 - May 2006 · 5 yrs
Fort Washington Brokerage Services, INC.Broker
September 2000 - May 2001 · 8 mos
Capital Analysts, IncorporatedBroker
April 1999 - September 2000 · 1 yr 5 mos
State Registrations20 states
AZCACOFLGAILKYMDMNMOMSNVOHPASCTNTXUTVAWV
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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