Stephen Wolff
Stephen Wolff is a registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, 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
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
2400 Ansys Drive Ste 400, Canonsburg, PA, 15317
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Stephen operates under Affinity Wealth Management Group and Gladstone Wealth Partners, both DBAs for his LPL business, dedicating full-time hours to each. He also engages in non-variable insurance activities, spending a few hours per week, and manages SAE Wealth Management LLC for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
PNC Investments
PNC InvestmentsBroker
New England SecuritiesBroker
First Investors CorporationBroker
State Registrations7 states
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.