AG
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Alexander Guiliano

14 Years of Experience
Ridgewood, NJ
Broker

Alexander Guiliano is a registered investment advisor at LPL Financial LLC, based in Ridgewood, NJ, with 14 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

45 N. Broad Street, Ridgewood, NJ, 07450

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexander uses Resonate Wealth Partners, LLC as a DBA for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 4 yrs
LPL Financial LLCBroker
September 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - October 2022 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - October 2022 · 10 yrs 11 mos
State Registrations33 states
AKALAZCACOCTDCDEFLGAHIILINKSMAMDMEMIMNNCNHNJNYOHOKPARISCTXUTVAWAWV
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.
Alexander Guiliano - Financial Advisor | TrueAdvisor