Marianne Zawacki
Marianne Zawacki is a registered investment advisor at LPL Financial LLC, based in Marlborough, MA, with 21 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
853 Donald Lynch Blvd, Marlborough, MA, 01752
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marianne works for Digital Federal Credit Union and its subsidiaries, including DCU Insurance and DCU Realty, dedicating about a third of her time. She also operates under the DBA Digital Investment Services for LPL business, spending about two-thirds of her time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Hartford Equity Sales Company INC.Broker
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.