David Nastri is a registered investment advisor at LPL Financial LLC, based in Cheshire, CT, 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
145 Highland Ave, Cheshire, CT, 06410
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Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
September 2020Other Business Activities
David is involved in several businesses, including a hair salon & spa (Dana Bartone & Co, LLC), real estate rental companies (115 South Main Street Real Estate, LLC and 1151 South Main Street Real Estate, LLC), Connecticut Veteran's Legal Center, and David J. Nastri, Attorney at Law. He also operates Connecticut Investment Advisors Inc. as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations15 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.