Suzanne Saville
Suzanne Saville is a registered investment advisor at LPL Financial LLC, based in Needham, MA, with 19 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
75 2nd Ave Suite 605, Needham, MA, 02494
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Customer Dispute
August 2015Other Business Activities
Suzanne operates Tailored Wealth Management as a DBA for her LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLCBroker
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations10 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.