Michelle Hobart is a registered investment advisor at LPL Financial LLC, based in Fairfield, CT, with 22 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
200 Mill Plain Road 2nd Floor, Fairfield, CT, 06824
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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 Activities
Michelle operates under the DBAs Fairfield Coast Financial and Fairfield Coastal Financial for her LPL business. These activities are investment-related and take up nearly all of Michelle's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Lebenthal & CO., INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Neuberger Berman, LLCBroker
State Registrations5 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.