Agustin Hernandez
Agustin Hernandez is a registered investment advisor at LPL Financial LLC, based in New York, NY, 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
370 Lexington Ave, Ste 1512, New York, NY, 10017
Get directionsHistory
Regulatory History (6)
Judgment / Lien
August 2021Judgment / Lien
December 2020Judgment / Lien
December 2019Judgment / Lien
August 2018Judgment / Lien
April 2018Customer Dispute
September 2008Other Business Activities
Agustin operates under the DBA Manhattan Wealth Management Group for his LPL business since 2019. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mpwm Advisory Solutions LLC
Private Advisor Group, LLC
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.