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Ilan Tsapovski

18 Years of Experience
Brooklyn, NY
1 DisclosureBroker

Ilan Tsapovski is a registered investment advisor at LPL Financial LLC, based in Brooklyn, NY, with 18 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

1501 86th Street, Brooklyn, NY, 11228

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Other Business Activities

Ilan operates INT Private Wealth Management as a DBA for their LPL business, dedicating full-time hours to it. He is also a board member for 6917 Shore Road Condominiums and involved in real estate rental through 6917 SHORE ROAD LLC.

Employment History
Current Registrations
LPL Financial LLC
August 2020 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.
June 2017 - August 2020 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
June 2017 - August 2020 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - June 2017 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - June 2017 · 1 yr 7 mos
Pruco Securities, LLC.Broker
February 2014 - October 2015 · 1 yr 8 mos
Cantor Fitzgerald & CO.Broker
February 2010 - February 2014 · 4 yrs
Bridge Trading CompanyBroker
June 2002 - February 2004 · 1 yr 8 mos
Instinet CorporationBroker
May 2001 - January 2002 · 8 mos
State Registrations9 states
FLMDNCNJNYPARISCTX
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.
Ilan Tsapovski - Financial Advisor | TrueAdvisor