Ty Martinelli
Ty Martinelli is a CFP-designated registered investment advisor at LPL Financial LLC, based in Springfield, MA, with 20 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
One Monarch Pl Suite 2010, Springfield, MA, 01144-1099
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ty is an independent insurance agent selling life insurance, dedicating about 10% of his time to non-variable insurance products. He also operates FR Investments Group as a DBA for his LPL business, spending nearly full-time on this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mariner Financial Group, LLC
LPL Financial LLC
Silver Oak Securities, IncorporatedBroker
The Westerman Group, LLC
M Holdings Securities, INC.Broker
Ing Financial Advisers, LLCBroker
Aetna Investment Services, 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.