Nicole Adler-Frigoletto
Nicole Adler-Frigoletto is a CFP-designated registered investment advisor at LPL Financial LLC, based in Red Bank, NJ, with 7 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
65 Mechanic St, Ste. 107, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole operates Rivers Edge Wealth Partners as a DBA for her LPL business since January 2023. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Regentatlantic Capital, LLC
The Mde Group, INC.
State Registrations2 states
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