Anthony Calabrese
Anthony Calabrese is a CFP-designated registered investment advisor at LPL Financial LLC, based in Union, NJ, 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
1020 Galloping Hill Rd Ste 202, Union, NJ, 07083
Get directionsHistory
Regulatory History (2)
Regulatory
September 2004Employment Separation After Allegations
July 2004Other Business ActivitiesSells Insurance
Anthony is involved in several businesses, primarily Beacon Wealth Management Planning, Inc., and related DBAs, focusing on LPL business and insurance sales. He spends nearly full-time hours on these activities, including selling group health insurance, life insurance, disability insurance, long-term care insurance, and fixed annuities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
New England SecuritiesBroker
State Registrations12 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.