Donna Stewart is a registered investment advisor at LPL Financial LLC, based in Clifton Park, NY, 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
843 Route 146, Clifton Park, NY, 12065
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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.
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Donna works as a Premier Relationship Manager at Pioneer Bank, dedicating full-time hours to this role. She also operates Pioneer Wealth Management as a DBA for her LPL business, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
State Registrations1 state
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