AP
AP

Achilleas Psihudakis

18 Years of Experience
Mineola, NY
2 DisclosuresBroker

Achilleas Psihudakis is a registered investment advisor at LPL Financial LLC, based in Mineola, NY, 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
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

300 Old Country Rd Ste 371, Mineola, NY, 11501

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2016
Final
Employment Separation After Allegations
April 2015
Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2020 - November 2023 · 3 yrs 6 mos
Ameriprise Financial Services, LLCBroker
March 2020 - November 2023 · 3 yrs 8 mos
B Riley Wealth Management
August 2016 - March 2020 · 3 yrs 7 mos
B. Riley Wealth ManagementBroker
June 2015 - March 2020 · 4 yrs 9 mos
Wunderlich Securities, INC.
June 2015 - January 2016 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - May 2015 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - May 2015 · 4 yrs 9 mos
David Lerner Associates, INC.Broker
November 2008 - September 2010 · 1 yr 10 mos
First Empire Securities, INC.Broker
January 2008 - October 2008 · 9 mos
State Registrations8 states
FLMDNCNJNYTXVAWA
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.