BA
BA

Brian Astorino

24 Years of Experience
Pittsfield, MA
Broker

Brian Astorino is a registered investment advisor at LPL Financial LLC, based in Pittsfield, MA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5 Cheshire Road Suite 26, Pittsfield, MA, 01201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is affiliated with Greylock FCU and Greylock Investment Group, doing business as (DBA) since 2009. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLC
January 2009 - Present · 17 yrs 4 mos
LPL Financial LLC
January 2009 - Present · 17 yrs 4 mos
LPL Financial LLCBroker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - December 2008 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2001 - December 2008 · 7 yrs 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brian Astorino - Financial Advisor | TrueAdvisor