Brian Amato is a registered investment advisor at LPL Financial LLC, based in Jericho, NY, 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
500 North Broadway, Suites 260 & 242, Jericho, NY, 11753
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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
Brian sells term, fixed life, and disability insurance products through Second Chance Asset Management and various insurance companies. He is also involved in several other businesses, including American Investment Planners LLC, American Taxes Inc., Generational Wealth Planning LLC, Generational Wealth Services LLC, and Comprehensive Wealth Services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Comprehensive Wealth Services, LLC
Previous Registrations
American Investment Planners LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations30 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.