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CFP

Robert Ditrani

LPL Financial LLC
21 Years of Experience
Morristown, NJ
Broker
View SEC Summary
View SEC Summary

Robert Ditrani is a CFP-designated registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 21 years of industry experience. Robert 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Robert is involved in tax preparation and accounting since 2012, dedicating minimal time. He also works as a registered investment advisor with Private Advisor Group, LLC, providing financial planning and asset management for a fee, which takes about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2012 - Present · 14 yrs 4 mos
Private Advisor Group, LLC
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
August 2007 - June 2012 · 4 yrs 10 mos
Stifel, Nicolaus & Company, Incorporated
August 2007 - June 2012 · 4 yrs 10 mos
Ryan Beck & CO.
May 2005 - August 2007 · 2 yrs 3 mos
Ryan Beck & CO.Broker
January 2005 - August 2007 · 2 yrs 7 mos
State Registrations16 states
ARCOCTDCDEFLGAMDMENCNJNYPASCVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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