Shane Colamarino
Shane Colamarino is a registered investment advisor at LPL Financial LLC, based in Queensbury, NY, 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
Queensbury, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Shane operates under several DBAs for his LPL business, including Colamarino Retirement Strategies, Colamarino Retirement Strategies and Wealth Management, and Align Wealth Group, dedicating full-time hours to these activities. Shane is also an insurance agent for Independent Order of Foresters, selling non-variable insurance and spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Foresters Financial Services, INC.Broker
State Registrations5 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.