Steven Meleco
Steven Meleco is a registered investment advisor at LPL Financial LLC, based in Albany, NY, with 12 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
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2017Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Steven operates under several DBAs for his LPL business, including Rosemont Financial Group and Meleco Wealth Management. He is also an agent selling fixed annuities, but dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations21 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.