Edward Travaglianti
Edward Travaglianti is a registered investment advisor at LPL Financial LLC, based in Melville, NY, 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
105 Maxess Rd, Ste 124 #100, Melville, NY, 11747
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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
Edward is involved with Cullinan and Travaglianti Group LLC, his DBA for LPL business, dedicating nearly full-time hours to it. He also sells whole life and universal life insurance through Cullinan and Travaglianti Planning Incorporated, TAP Financial Planning and Acumen Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Tullett Prebon Financial Services LLCBroker
Chapdelaine Tullett Prebon, LLCBroker
State Registrations9 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.