Craig Petrella
Craig Petrella is a registered investment advisor at LPL Financial LLC, based in Steubenville, OH, 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
110 Lovers Ln, Steubenville, OH, 43953
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2013Other Business Activities
Craig is involved in numerous real estate rental businesses and LLCs, starting as early as 2001. He also works at a retail mattress store and operates his LPL business, Petrella Wealth Management, LLC, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
First Investors CorporationBroker
State Registrations11 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.