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BC
CFP
BC
CFP

Brandon Cardarelli

LPL Financial LLC
18 Years of Experience
Marlborough, MA
Broker
View SEC Summary
View SEC Summary

Brandon Cardarelli is a CFP-designated registered investment advisor at LPL Financial LLC, based in Marlborough, MA, with 18 years of industry experience. Brandon 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

11 Apex Drive, Suite 300A, Marlborough, MA, 01752

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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

Brandon operates Waymark Wealth Management, LLC as a DBA for his LPL business. This activity is investment-related and takes up his full-time work hours.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
January 2016 - November 2017 · 1 yr 10 mos
National Planning CorporationBroker
August 2013 - November 2017 · 4 yrs 3 mos
Ameriprise Financial Services, INC.
March 2009 - August 2013 · 4 yrs 5 mos
Ameriprise Financial Services, INC.Broker
June 2008 - August 2013 · 5 yrs 2 mos
State Registrations25 states
ALAZCACOCTDEFLGAIDILINMAMEMOMTNCNHNJNYPARITXUTVAVT
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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