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Andrew Nawrocki

4 Years of Experience
Hudson, MA
Broker

Andrew Nawrocki is a registered investment advisor at LPL Financial LLC, based in Hudson, MA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

17 Pope Street, Hudson, MA, 01749

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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

Andrew operates under the DBA Avidia Investment Services for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
August 2006 - January 2008 · 1 yr 5 mos
Banc of America Investment Services, INC.
March 2006 - June 2006 · 3 mos
Banc of America Investment Services, INC.Broker
March 2006 - June 2006 · 3 mos
Ameriprise Financial Services, INC.Broker
July 2005 - March 2006 · 8 mos
Ids Life Insurance CompanyBroker
July 2005 - March 2006 · 8 mos
First Investors CorporationBroker
May 2005 - June 2005 · 1 mo
State Registrations11 states
AZCACTFLMAMENHPARISCTX
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.