Todd Rosenblatt
Todd Rosenblatt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, 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
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ, 07733
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Regulatory History
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 ActivitiesSells Insurance
Todd is involved with multiple entities related to non-variable insurance, including Crump Life Insurance, Zenith Marketing Group, Northeast Planning Corporation, International Planning Alliance, and Archway Wealth Management. He also dedicates about a quarter of his time to Archway Wealth Management and spends minimal time on Archway Advisor Services LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 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.