Cody Wojdyla is a registered investment advisor at LPL Financial LLC, based in Albany, NY, with 20 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
18 Corporate Woods Blvd Fl 2, Albany, NY, 12211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cody owns rental real estate since 2006 and operates under the DBA Rosemont Financial Group since 2016. He also has two business entities, CK1 Enterprises, LLC and Naka Key, LLC, for tax/investment purposes, dedicating minimal time to CK1 Enterprises and no time to Naka Key.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations9 states
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