Todd Scorzafava
Todd Scorzafava is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Chester, PA, 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
1065 Andrew Drive, West Chester, PA, 19380
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2022Customer Dispute
June 2022Customer Dispute
June 2022Other Business Activities
Todd operates under the DBA WealthScorz for his LPL business and is an IAR for Wealthcare Advisory Partners, LLC. He also has a business entity, 9 O'Neill, LLC, for tax/investment purposes only, and WealthScorz Financial Group as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
Wealthcare Advisory Partners LLC
Previous Registrations
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Eisneramper Wealth Management & Corporate Benefits, LLC
Securities America, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Legg Mason Investors Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Hd Brous & CO., INC.Broker
State Registrations25 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.