Brian Sardelli
Brian Sardelli is a registered investment advisor at LPL Financial LLC, based in West Warwick, RI, with 22 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
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 LLC
LPL Financial LLCBroker
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.