Brian Cussimanio
Brian Cussimanio is a registered investment advisor at LPL Financial LLC, based in Lyndonville, VT, with 18 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
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.