SF
SF

Sabrina Fregara

17 Years of Experience
Rockville Centre, NY
BrokerSells Insurance

Sabrina Fregara is a registered investment advisor at LPL Financial LLC, based in Rockville Centre, 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
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.

Loading...

Location

50 Merrick Road Ste 202, Rockville Centre, NY, 11570

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Sabrina is involved in several business activities, including Business Operations Services LLC, yoga instruction, non-variable insurance, and notary services. She also works as a doTerra Wellness Advocate, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
November 2022 - May 2024 · 1 yr 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - May 2024 · 1 yr 6 mos
LPL Financial LLC
October 2019 - November 2022 · 3 yrs 1 mo
LPL Financial LLCBroker
October 2019 - November 2022 · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
January 2016 - November 2019 · 3 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2014 - November 2019 · 5 yrs 6 mos
Oppenheimer & CO. INC.Broker
August 2012 - May 2014 · 1 yr 9 mos
Harbor Financial Services, LLCBroker
June 2009 - August 2012 · 3 yrs 2 mos
Metlife Securities INC.Broker
January 2009 - June 2009 · 5 mos
Harbor Financial Services, LLC
November 2008 - January 2009 · 2 mos
Harbor Financial Services, LLCBroker
July 2008 - January 2009 · 6 mos
State Registrations2 states
NJNY
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.