Gregg Pajak
Gregg Pajak is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Melville, NY, with 23 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
68 S Service Rd Ste 100, Melville, NY, 11747
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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
Gregg is involved in several investment-related activities, including Whoggga LLC, real estate rental, and WizdomOne Management Inc. He also dedicates minimal time to various insurance-related roles, including being an agent at National Life and involvement with multiple Wizdom entities focused on insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Metlife Securities, INCBroker
Metropolitan Life Insurance CompanyBroker
Seaboard Securities, INC.Broker
State Registrations10 states
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