Andrew Hayek is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westerville, OH, 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
162 Wetherby Lane, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a co-owner and managing partner in Hayek Squared, LLC, a real estate rental business, dedicating a few hours per week. He also uses Bluestone Wealth Partners as a DBA for his LPL business and Hayek Wealth Strategies, LLC for tax/investment purposes, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations19 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.