William Pagano is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, 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
2154 Fairport Nine Mile Pt Rd, St 2, Rochester, NY, 14450
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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.
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William is a trustee for Crossbridge Financial Group 401k, spending minimal time on it. He is also a member of Crossbridge Financial Group LLC for tax/investment purposes, dedicating minimal time, and operates Pagano DiNicola Wealth Management & Strategic Tax Solutions as a DBA for LPL business, spending nearly full-time hours on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations12 states
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