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ChFC

Martin Mancuso

LPL Financial LLC
55 Years of Experience
Sewickley, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Martin Mancuso is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Sewickley, PA, with 55 years of industry experience. Martin 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

1606 Carmody Ct Ste 203, Blaymore I, Sewickley, PA, 15143

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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 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 LLCBroker
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2022 - May 2023 · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
January 2022 - May 2023 · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
August 2015 - January 2022 · 6 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2015 - January 2022 · 6 yrs 5 mos
LPL Financial LLC
January 2009 - August 2015 · 6 yrs 7 mos
LPL Financial LLCBroker
January 2009 - August 2015 · 6 yrs 7 mos
Individual Financial Services, INC.
November 1996 - April 2020 · 23 yrs 5 mos
Manequity, INC.Broker
July 1993 - December 1994 · 1 yr 5 mos
Fsc Securities Corporation
September 1992 - January 2009 · 16 yrs 4 mos
Fsc Securities CorporationBroker
February 1985 - January 2009 · 23 yrs 11 mos
Cardell & Associates, IncorporatedBroker
February 1984 - March 1985 · 1 yr 1 mo
Cigna Securities, INC.Broker
July 1971 - February 1984 · 12 yrs 7 mos
State Registrations5 states
COFLNCPAVA
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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