Vincent Pallitto
Vincent Pallitto is a CFP-designated registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, 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
30 Columbia Turnpike Ste 101, Florham Park, NJ, 07932
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Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Vincent sells non-variable insurance, including long-term care and life insurance, since 2003. He also operates an independent insurance agency selling fixed insurance products, dedicating about 5% of his time, and runs Vincent Pallitto, CPA LLC, focusing on tax preparation and accounting, taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Summit Asset Management, INC.
Northeast Securities, INC.Broker
Bennett, Mullaney & CO., INC.Broker
State Registrations14 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.