Martin Mancuso
Martin Mancuso is a ChFC-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 54 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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
Martin is affiliated with Individual Financial Services, Inc. selling non-variable insurance and IFS Wealth Management, LLC, both related to his LPL business, and dedicates minimal time to each. He also has a business entity, Mancuso Enterprises LP, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Individual Financial Services, INC.
Manequity, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cardell & Associates, IncorporatedBroker
Cigna Securities, INC.Broker
State Registrations5 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.