Nolan Menachemson
Nolan Menachemson is a registered investment advisor at LPL Financial LLC, based in Fairfield, CT, with 25 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
Fairfield, CT
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nolan is involved in tax preparation, accounting, and CPA services, dedicating a few hours per week. He is also an insurance agent selling various insurance products, spending about 10-20% of his time on this activity. Finally, he is associated with American Strategic Advisors, LLC, dedicating full-time hours to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Private Advisor Group, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Icbc Standard Securities INC.Broker
Rencap Securities, INC.Broker
Barnard Jacobs Mellet (USA) LLCBroker
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.