Joseph Piszczor is a CFP-designated registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
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 Activities
Joseph operates his LPL business through Stein Wealth Advisors, LLC and Washington Family Wealth. He also has outside W-2 employment with Apparent Media Group LLC, dedicating minimal time to it, and about a quarter of his time to Washington Family Wealth.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Newedge Advisors
Mid Atlantic Financial Management, INC.
Ilg Private Wealth, INC.
Csenge Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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
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