Craig Zaleck is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bayonne, NJ, with 19 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
9 W 8th St, Bayonne, NJ, 07002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is involved in real estate rentals since 2008 and 2011, and operates under the DBA Bergen Point Wealth Management for his LPL business. He also works with Hogan & Associates LLC for tax preparation/accounting/CPA services, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Tfs Advisory Services
Tfs Securities, INC.Broker
State Registrations17 states
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