ES
ES

Eugene Sninski

17 Years of Experience
Brick, NJ
Broker

Eugene Sninski is a registered investment advisor at LPL Financial LLC, based in Brick, NJ, with 17 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.

Loading...

Location

522 Brick Blvd Ste 203-2, Brick, NJ, 08723

Get directions

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.

Learn about disclosures →
Other Business Activities

Eugene operates his LPL business under the DBA Windward Wealth Advisors, dedicating full-time hours to it. He also works as a notary, a role he has held since 2006.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2018 - February 2024 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2008 - February 2024 · 15 yrs 7 mos
State Registrations8 states
CADEFLNCNJNYPASC
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.