Brendan O'kelly is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsford, 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
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
1 Fishers Road Ste 180, Pittsford, NY, 14534-9502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan operates O'Kelly Financial Services as a DBA for his LPL business, dedicating all of his time to it. He also operates Grover Financial Services as a DBA for his LPL business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations7 states
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