Michael Agriesti
Michael Agriesti is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, 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
300 Marconi Blvd Suite 304, Columbus, OH, 43215
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Regulatory History (1)
Customer Dispute
April 2008Other 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
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fort Washington Brokerage Services, INC.Broker
Capital Analysts, IncorporatedBroker
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.