AO
AO

Anowar Osmani

23 Years of Experience
Garden City, NY
1 DisclosureBroker

Anowar Osmani is a registered investment advisor at LPL Financial LLC, based in Garden City, NY, with 23 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

108 7th St, Garden City, NY, 11530

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2012
Other Business Activities

Anowar co-owns Lorraine & Real Estate Management LLC and Tas Tan Tam Real Estate Management LLC, and is Vice President at Red Apple Tax & Professional Inc., all investment-related, and spends minimal time on each. Anowar is also a Notary in the State of NY and operates Flagstar Wealth Services as a DBA for LPL Business.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 9 mos
LPL Financial LLC
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Eagle Strategies LLC
July 2019 - November 2023 · 4 yrs 4 mos
Nylife Securities LLCBroker
June 2019 - November 2023 · 4 yrs 5 mos
Signature Securities Group CORP.
February 2016 - April 2019 · 3 yrs 2 mos
Signature SecuritiesBroker
July 2012 - April 2019 · 6 yrs 9 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2012 · 5 yrs 2 mos
Citicorp Investment ServicesBroker
November 2002 - May 2007 · 4 yrs 6 mos
State Registrations10 states
CTDEFLGAMDNJNYPASCVA
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.