Daniel Stavrides
Daniel Stavrides is a registered investment advisor at LPL Financial LLC, based in Wildwood, MO, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 Registrations4 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.
Exams
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