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Syed Hussain

LPL Financial LLC
20 Years of Experience
Mt. Laurel, NJ
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Syed Hussain is a registered investment advisor at LPL Financial LLC, based in Mt. Laurel, NJ, with 20 years of industry experience. Syed 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
—
View Full SEC Brochure

Location

1000 Atrium Way, Suite 401, Mt. Laurel, NJ, 08054

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2012
Denied
Customer Dispute
July 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Syed owns rental real estate in Jersey City since 2011 and short-term vacation rentals in Wells, ME since 2021, spending a few hours per week on each. He also dedicates full-time hours to Momentum Wealth Partners, and minimal time to SAH Wealth Management LLC, Syed 'Asif' Hussain, and Momentum Innovations.

Employment History
Current Registrations
LPL Financial LLC
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLC
April 2023 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Gladstone Wealth Group
September 2021 - March 2022 · 6 mos
LPL Financial LLCBroker
September 2021 - March 2022 · 6 mos
J.P. Morgan Securities LLC
October 2012 - July 2021 · 8 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2021 · 8 yrs 9 mos
Chase Investment Services CORP.
May 2006 - October 2012 · 6 yrs 5 mos
Chase Investment Services CORP.Broker
May 2006 - October 2012 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - May 2006 · 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - May 2006 · 7 mos
Morgan Stanley
November 2004 - September 2005 · 10 mos
Morgan Stanley Dw INC.Broker
August 2004 - September 2005 · 1 yr 1 mo
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWV
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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