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Vladimir Boulatnikov

LPL Financial LLC
24 Years of Experience
Pittsford, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Vladimir Boulatnikov is a registered investment advisor at LPL Financial LLC, based in Pittsford, NY, with 24 years of industry experience. Vladimir 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15 Schoen Place, Pittsford, NY, 14534

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Vladimir operates Canal View Financial Advisors as a DBA for his LPL business since 2019. He also provides interpreter services through Tellmorr International Translation Services since 2014, dedicating minimal time, and is involved with Specific Solutions, Inc. selling non-variable insurance, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
October 2019 - Present · 7 yrs
LPL Financial LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Ameriprise Financial Services, INC.
April 2019 - October 2019 · 6 mos
Ameriprise Financial Services, INC.Broker
September 2012 - October 2019 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - October 2012 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - October 2012 · 5 yrs 11 mos
Morgan Stanley Dw INC.Broker
January 2002 - November 2006 · 4 yrs 10 mos
State Registrations10 states
AKFLGAINNVNYOHPATXWA
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.
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