Brian Sardelli
Brian Sardelli is a registered investment advisor at LPL Financial LLC, based in West Warwick, RI, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1300 Division Rd Ste 201, Ste 201, West Warwick, RI, 02893
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Brian owns a real estate rental property (B Dock Properties, LLC) since 2019 and operates under two DBAs related to his LPL business: The Sardelli Group (since 2018) and Sardelli & Hutchinson Wealth Management (since 2022). He also sells non-variable insurance since 2021.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations21 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.
Exams
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