Michael Gennawey
Michael Gennawey is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 19 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
Huntington Beach, CA
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Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Michael volunteers teaching a financial literacy course to grade school children for Junior Achievement. He also works as a program manager for Credit Union of Southern California and is the founder of Credit Union Advisor League, focusing on business development and networking. Michael spends a significant amount of time on his LPL business through Seacliff Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.