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Paul Rudoy

LPL Financial LLC
27 Years of Experience
Pittsburgh, PA
Broker
View SEC Summary
View SEC Summary

Paul Rudoy is a PFS-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 27 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

7 Parkway Ctr Ste 1000, 875 Greentree Road, Pittsburgh, PA, 15220

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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 Activities

Paul is a part owner of H2R CPA, a CPA firm, and dedicates a significant amount of time to it. He also manages FC Financial Services and H2R Wealth Management LLC, both DBAs for his LPL business, and serves as a trustee for his companies' 401k plan and a family trust.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - January 2020 · 11 yrs
Raymond James Financial Services, INC.Broker
January 2000 - January 2020 · 20 yrs
Raymond James Financial Services
May 1999 - January 2009 · 9 yrs 8 mos
State Registrations19 states
AZCACODCFLGAINMDNCNENYOHPASCTXUTVAWAWV
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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