Adam Pusateri
Adam Pusateri is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbus, OH, 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
7650 Rivers Edge Dr Ste 100, Columbus, OH, 43235
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Regulatory History (1)
Judgment / Lien
November 2025Other Business ActivitiesSells Insurance
Adam is an agent selling non-variable insurance products, dedicating a few hours per week. He also operates Bluestone Wealth Partners as a DBA for his LPL business, taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 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.