Brian Cussimanio
Brian Cussimanio is a registered investment advisor at LPL Financial LLC, based in Lyndonville, VT, with 19 years of industry experience. Brian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
467 Broad Street, Lyndonville, VT, 05851
Get directionsHistory
Regulatory History (6)
Financial
October 2023Financial
April 2023Financial
March 2023Financial
March 2023Financial
November 2022Customer Dispute
April 2009Other Business Activities
Brian operates his LPL business under the DBA CFSG Wealth Management. He also works as a Trust Officer and Investment Advisor for Community Financial Services Group, LLC, dedicating about half his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Esi Financial Advisors
Equity Services, INC.Broker
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 states
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.