SB
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Salvatore Benedetto

12 Years of Experience
Fort Myers, FL
Broker

Salvatore Benedetto is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

19750 South Tamiami Trail, Fort Myers, FL, 33908

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Salvatore operates under Suncoast Investment Services, a DBA for his LPL business, since 2025. He dedicates minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Truist Advisory Services, INC.
December 2022 - October 2023 · 10 mos
Truist Investment Services, INC.Broker
November 2022 - October 2023 · 11 mos
Truist Investment Services, INC.Broker
May 2022 - September 2022 · 4 mos
Signator Investors, INC.Broker
October 2016 - October 2017 · 1 yr
J.P. Morgan Securities LLCBroker
October 2012 - August 2015 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
April 2012 - October 2012 · 6 mos
Morgan Stanley Smith Barney LLC
August 2009 - June 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
AXA Advisors, LLCBroker
August 2006 - August 2006 · 0 mos
Gunnallen Financial, INCBroker
September 2004 - January 2005 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - October 2002 · 2 yrs 2 mos
State Registrations1 state
FL
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.
Salvatore Benedetto - Financial Advisor | TrueAdvisor