Andrew Colascione
Andrew Colascione is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 4 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
200 Ashford Ctr N Ste 400, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (5)
Financial
March 2022Financial
January 2022Financial
December 2021Financial
December 2021Financial
December 2017Other Business Activities
Andrew uses Socratic Consulting Group for tax/investment purposes, spending minimal time on it. He also operates under several DBAs for his LPL business and owns rental real estate, dedicating a few hours per week to the latter, and about half his time to Straw Hat Financial.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Regent Peak Wealth Advisors, LLC
Jackson National Life Distributors LLCBroker
Vfinance Investments, INCBroker
First Midwest Securities, INC.Broker
State Registrations2 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.