Joseph Bonanno
Joseph Bonanno is a registered investment advisor at LPL Financial LLC, based in Hauppauge, 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
150 Motor Pkwy, Ste 401, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2006Other Business ActivitiesSells Insurance
Joseph operates FDM Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works as an agent for FIS Marketing selling non-variable insurance, spending a few hours per week, and works as an armed guard filling and emptying ATM machines for Fi Logistix, spending about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Nfb Investment Services CORP.Broker
Greenpoint Securities LLCBroker
Essex National Securities, INC.Broker
State Registrations3 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.