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Michael Breunig

24 Years of Experience
Hauppauge, NY
BrokerSells Insurance

Michael Breunig is a registered investment advisor at LPL Financial LLC, based in Hauppauge, NY, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

200 Motor Parkway, Suite D-24, Hauppauge, NY, 11788

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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

Michael operates Harbour Financial as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities through Harbour Financial, spending a few hours per week on this.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ic Advisory Services, INC.
January 2010 - March 2025 · 15 yrs 2 mos
The Investment Center, INC.Broker
January 2006 - March 2025 · 19 yrs 2 mos
Pgp Financial, INC.Broker
January 2004 - December 2005 · 1 yr 11 mos
Citicorp Investment ServicesBroker
February 2002 - March 2003 · 1 yr 1 mo
Global Capital Securities CorporationBroker
January 2001 - February 2001 · 1 mo
Global Capital Markets, LLCBroker
December 1999 - January 2001 · 1 yr 1 mo
State Registrations14 states
AZCTDEFLGAILMINCNHNJNYPASCTX
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.