NZ
NZ

Nasser Zayed

24 Years of Experience
Hinsdale, IL
Broker

Nasser Zayed is a registered investment advisor at LPL Financial LLC, based in Hinsdale, IL, 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

50 South Lincoln, Hinsdale, IL, 60521

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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

Nasser operates under the DBA BMO Investment Services for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
December 2005 - March 2021 · 15 yrs 3 mos
BMO Harris Financial Advisors, INC
December 2005 - March 2021 · 15 yrs 3 mos
Harrisdirect LLC
September 2004 - December 2005 · 1 yr 3 mos
Harrisdirect LLCBroker
September 2004 - December 2005 · 1 yr 3 mos
Morgan Stanley
November 2003 - September 2004 · 10 mos
Morgan Stanley Dw INC.Broker
April 2001 - September 2004 · 3 yrs 5 mos
State Registrations25 states
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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.
Nasser Zayed - Financial Advisor | TrueAdvisor