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CFP

Ty Martinelli

LPL Financial LLC
21 Years of Experience
Springfield, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ty Martinelli is a CFP-designated registered investment advisor at LPL Financial LLC, based in Springfield, MA, with 21 years of industry experience. Ty is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Monarch Pl Suite 2010, Springfield, MA, 01144-1099

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History

Regulatory History
Clean regulatory record

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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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
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Mariner Financial Group, LLC
March 2017 - March 2023 · 6 yrs
LPL Financial LLC
July 2011 - July 2017 · 6 yrs
Silver Oak Securities, IncorporatedBroker
July 2010 - May 2011 · 10 mos
The Westerman Group, LLC
March 2010 - June 2011 · 1 yr 3 mos
M Holdings Securities, INC.Broker
May 2007 - February 2010 · 2 yrs 9 mos
Ing Financial Advisers, LLCBroker
February 2006 - December 2006 · 10 mos
Aetna Investment Services, INC.Broker
August 1999 - July 2000 · 11 mos
State Registrations8 states
COCTFLMANCOHRIVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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