Steven Mahler is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 21 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
1420 Route 206 North Ste 210, Bedminster, NJ, 07921
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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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Steven is the President of the Heidelberg Stamp and Coin Club and Vice President of BMTR Sandhausen, both non-profit organizations. He dedicates a few hours per week to each role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Intervest International, INC.
Intervest International Equities CorporationBroker
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations8 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.