Joseph Pietrykowski
Joseph Pietrykowski is a registered investment advisor at LPL Enterprise, LLC, based in Staten Island, NY, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Staten Island, NY
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Regulatory History (2)
Customer Dispute
May 2019Employment Separation After Allegations
February 2019Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Santander Securities
Santander Securities LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
National Securities CorporationBroker
Sky Capital LLCBroker
Newbridge Securities CorporationBroker
Sky Capital LLCBroker
S.W. Bach & CompanyBroker
State Registrations5 states
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