Melissa Stein
Melissa Stein is a CFP-designated registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, 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
1700 Ashwood Drive, Ste 1701, Canonsburg, PA, 15317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa operates under Stein Wealth Advisors as a DBA for her LPL business. She is also an agent selling life, health, disability, long-term care, and annuity insurance products through Crump, dedicating minimal time to this activity. Melissa is also the owner of Stein Wealth Management, LLC, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Newedge Advisors
Newedge Securities, INC.Broker
Mid Atlantic Financial Management, INC.
H Financial Management
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations19 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.