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John Sobrinski

13 Years of Experience
Bethlehem, PA
2 DisclosuresBrokerSells Insurance

John Sobrinski is a registered investment advisor at LPL Financial LLC, based in Bethlehem, PA, with 13 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

1316 Easton Avenue, Bethlehem, PA, 18018

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2010
Final
Employment Separation After Allegations
August 2009
Other Business ActivitiesSells Insurance

John operates Sobrinski Financial Services as a producing representative, dedicating about half of his time. He also sells fixed annuities, life, health, and long-term care insurance, and owns two rental properties, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 10 mos
LPL Financial LLC
July 2025 - Present · 10 mos
Previous Registrations
Cadaret Grant & CO INC
May 2020 - July 2025 · 5 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
May 2020 - July 2025 · 5 yrs 2 mos
Triad Advisors, LLC
May 2015 - May 2020 · 5 yrs
Triad Advisors LLCBroker
August 2014 - May 2020 · 5 yrs 9 mos
UBS Financial Services INC.Broker
March 2009 - September 2009 · 6 mos
Citigroup Global Markets INC.Broker
December 2007 - March 2009 · 1 yr 3 mos
State Registrations12 states
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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.