Daniel Stavrides
Daniel Stavrides is a registered investment advisor at LPL Financial LLC, based in Wildwood, MO, with 16 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
Wildwood, MO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2024Other Business Activities
Daniel is a business owner of Melting Pot Card, Collective, LLC and Stavy's Resal Shop, spending minimal time on the former. He also operates D & D Investments as a DBA for his LPL business, dedicating full-time hours, and manages D & M Realty LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.