Anthony Mantellino is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, 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
100 Witmer Rd Ste 140, Horsham, PA, 19044-2648
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works as a business manager for St Charles Borromeo Church since October 2022, dedicating about 10-20% of his time. He also works as a business manager for Our Lady of Guadalupe Church since October 2023, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations7 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.