Edward Cugno
Edward Cugno is a registered investment advisor at LPL Financial LLC, based in Cedar Knolls,, NJ, with 22 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
235 Ridgedale Ave, Cedar Knolls,, NJ, 07927
Get directionsHistory
Regulatory History (1)
Criminal
April 1984Other Business Activities
Edward operates his LPL business through Affinity Investment Services and works as a branch manager for Affinity FCU, dedicating full-time hours to the latter. He also serves as a notary for the state of New Jersey and coaches soccer, spending minimal time on each activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
Citigroup Global Markets INC.Broker
Chase Investment Services CORP.Broker
First Investors CorporationBroker
State Registrations1 state
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.