MB
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Melissa Blaszczyk

13 Years of Experience
West Nyack, NY
Broker

Melissa Blaszczyk is a registered investment advisor at LPL Financial LLC, based in West Nyack, NY, with 13 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.

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Location

719 West Nyack Rd., #29, West Nyack, NY, 10994

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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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Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
National Planning CorporationBroker
June 2014 - January 2016 · 1 yr 7 mos
Pruco Securities, LLC.Broker
September 2012 - April 2014 · 1 yr 7 mos
Edward Jones
April 2010 - January 2011 · 9 mos
Edward JonesBroker
March 2010 - January 2011 · 10 mos
State Registrations2 states
NYPA
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.
Melissa Blaszczyk - Financial Advisor | TrueAdvisor