Michael Munn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsford, NY, 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
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
30B Grove St, Pittsford, NY, 14534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBAs Riley, Nichols, & Munn and Riley Whalen & Munn since 2008 and 2021, respectively, and Munn Financial Group, Inc. since 2022. These are entities for his LPL business, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 states
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