Michael Petracca
Michael Petracca is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairfield, 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
271 Route 46 W Suite B101, Fairfield, NJ, 07004
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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
Michael operates his LPL business through HJP Financial Group LLC, dedicating full-time hours to it. He also engages in activities as a notary, manages Henry Joseph LLC for tax/investment purposes, handles non-variable insurance, and manages real estate rentals through Joseph Anthony Properties LLC, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
State Registrations20 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.