Ryan Duchak is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 18 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
401 Liberty Ave Ste 2300, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan operates under the DBA The Monteverde Group for his LPL business since 2021, dedicating all of his time to it. He also owns rental real estate since 2014, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Raymond James Financial Services, INC.Broker
Pfpc Distributors, INC.Broker
State Registrations17 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.