Edward Cugno
Edward Cugno is a registered investment advisor at LPL Financial LLC, based in Cedar Knolls,, NJ, with 21 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
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 LLC
LPL Financial LLCBroker
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.