Philip Marchetti
Philip Marchetti is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, 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
2000 Pga Blvd Ste 4440, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
August 2016Customer Dispute
March 2010Customer Dispute
September 2009Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Philip is involved in several business activities, including serving as an investment advisor through Gladstone Wealth Advisor and owning rental real estate. He also dedicates about half of his time to non-variable insurance through Crump and has an insurance agency called Gladstone Coverage Group offering P&C coverage, though he currently spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Park Avenue Securities LLCBroker
State Registrations44 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.