Stacy Mchugh is a registered investment advisor at LPL Financial LLC, based in Sewickley, PA, with 16 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
1606 Carmody Ct Ste 203, Blaymore I, Sewickley, PA, 15143
Get directionsHistory
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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Goldman Sachs Personal Financial Management
Purshe Kaplan Sterling InvestmentsBroker
Waldron Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Mckinley Carter Wealth Services, INC.
Networth Investment Advisors, INC.
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.