Daniel Giaimo
Daniel Giaimo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Peekskill, NY, 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
994 Main St, Peekskill, NY, 10566
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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
Daniel operates ITI Strategies, Inc. as a DBA for his LPL business and is associated with Private Advisor Group as a Registered Investment Advisor. He also engages in real estate rental activities and is the President & CEO of Giaimo & Company, Inc., a tax preparation/accounting firm, dedicating about a quarter of his time to it. Daniel also sells non-variable insurance through Ash Brokerage, dedicating about 10% of his time to it.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
NFP Advisor Services, LLCBroker
Veravest Investments, INC.Broker
State Registrations23 states
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