Scott Breslow is a registered investment advisor at LPL Financial LLC, based in Highlands, NJ, 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
Highlands, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is involved with several real estate rental LLCs and a business entity for tax/investment purposes, dedicating minimal time to each. He also operates Breslow Asset Management as a DBA for his LPL business, taking nearly full-time hours, and serves as a non-profit board member, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations13 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.