Michael Longo
Michael Longo is a registered investment advisor at LPL Financial LLC, based in Newington, CT, 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
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
944 Main St Unit 1, Newington, CT, 06111
Get directionsHistory
Regulatory History (1)
Criminal
February 2002Other Business Activities
Michael oversees tax offices and tax preparation through Newington Financial LLC, SJL Financial LLC, and a Jackson Hewitt Tax Service franchise, dedicating a few hours per week to each. He also works full-time as a financial advisor for MSL Capital Management, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Infinex Investments, INC.Broker
Harvest Capital LLCBroker
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
Equity Services, INC.Broker
State Registrations7 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.