Peter Sikora is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rye Brook, NY, with 18 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
800 Westchester Ave 641N #687, Rye Brook, NY, 10573
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2025Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.Broker
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.
Exams
More Advisors
- Matthew MatcovskyLPL Financial LLC
- Ryan Ciavarelli, CFABelle Haven Investments, L.P.
- Letizia Carlisto, CFP
- Scot Karr, CFPPark Avenue Securities LLC
- Michael Donofrio, CFPPark Avenue Securities LLC
- Mei Cheung, CFARise Private Wealth Management