Patricia Wojtonek-Gioitta
Patricia Wojtonek-Gioitta is a registered investment advisor at LPL Financial LLC, based in Cleveland, 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
1866 W 25th St, Cleveland, OH, 44113
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2017Customer Dispute
December 2013Other Business Activities
Patricia operates under the DBA Flagstar Wealth Services for her LPL business since February 2024. She also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Amtrust Investment Services, INC.Broker
State Registrations8 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.