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Achilleas Psihudakis

LPL Financial LLC
18 Years of Experience
Mineola, NY
2 DisclosuresBroker
View SEC Summary
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Achilleas Psihudakis is a registered investment advisor at LPL Financial LLC, based in Mineola, NY, with 18 years of industry experience. Achilleas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 11 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.
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