JV
JV

Justin Vescovi

17 Years of Experience
Stratford, CT
Broker

Justin Vescovi is a registered investment advisor at LPL Financial LLC, based in Stratford, CT, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

200 East Main Street, Stratford, CT, 06614

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Justin works at Webster Bank and Wilmington Advisors @ M&T. He also serves as a Notary for the State of CT and spends about a quarter of his time at Wilmington Advisors.

Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
August 2022 - October 2022 · 2 mos
LPL Financial LLC
August 2022 - October 2022 · 2 mos
People's United Advisors, INC.
August 2022 - August 2022 · 0 mos
People's Securities, INC.Broker
July 2021 - August 2022 · 1 yr 1 mo
People's Securities, INC.Broker
June 2006 - December 2019 · 13 yrs 6 mos
State Registrations7 states
CTFLGAHIMANHNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Justin Vescovi - Financial Advisor | TrueAdvisor