Christopher Scelsa is a registered investment advisor at LPL Financial LLC, based in West Warwick, RI, with 11 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
1300 Division Rd Ste 201, Ste 201, West Warwick, RI, 02893
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates under two DBAs for his LPL business: The Sardelli Group (since 2017) and Sardelli and Hutchinson Wealth Management (since 2022). Managing these DBAs is investment-related and takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameriprise Financial Services, INC.Broker
State Registrations19 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.