Michael Calabrese is a CFP-designated registered investment advisor at LPL Financial LLC, based in Annapolis, MD, with 21 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
2661 Riva Rd, Bldg 300, Ste. 340, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Severn Financial Solutions, LLC as a DBA for his LPL business and for tax preparation/accounting. He also owns rental real estate in Annapolis, MD and Marco Island, FL, is a business owner of Chesapeake Tram and Waterfront Services, LLC, and is a Notary Public. He also has Calabrese Investments, LLC as a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
H. Beck, INC.Broker
H. Beck, INC.
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Ifs Investors Services INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations21 states
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