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Paul Celentano

LPL Financial LLC
26 Years of Experience
Rockville Centre, NY
1 DisclosureBroker
View SEC Summary
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Paul Celentano is a registered investment advisor at LPL Financial LLC, based in Rockville Centre, NY, with 26 years of industry experience. Paul 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

50 Merrick Road Ste 202, Rockville Centre, NY, 11570

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul operates Objective Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns Carrosserie Imports, a classic car import business, spending a few hours per week on it.

Employment History
Current Registrations
LPL Financial LLC
September 2018 - Present · 8 yrs 1 mo
LPL Financial LLCBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Harbor Financial Services, LLC
June 2013 - October 2018 · 5 yrs 4 mos
Harbor Financial Services, LLCBroker
June 2009 - October 2018 · 9 yrs 4 mos
Metlife Securities INC.
February 2009 - June 2009 · 4 mos
Metlife Securities INC.Broker
February 2009 - June 2009 · 4 mos
Harbor Financial Services, LLC
March 2008 - February 2009 · 11 mos
Harbor Financial Services, LLC
June 2006 - December 2007 · 1 yr 6 mos
Harbor Financial Services, LLCBroker
June 2005 - February 2009 · 3 yrs 8 mos
Gunnallen Financial, INCBroker
April 2004 - June 2005 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
November 2001 - April 2004 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - November 2001 · 1 yr 9 mos
State Registrations20 states
AZCACOCTFLGAHIMAMNMONCNENJNYOHPATNTXVTWA
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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Paul Celentano - Financial Advisor | TrueAdvisor