Aaron Cistrelli is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 14 years of industry experience. Aaron 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
Torrance, CA
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
Msi Financial Services, INC.Broker
State Registrations1 state
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
More Advisors
- Larry Takahashi, CFPLPL Financial LLC
- Douglas Frazier, CFPLPL Financial LLC
- Kevin Bidenkap, CFP, ChFCLPL Financial LLC
- Hokon YunLPL Financial LLC
- Roderick UyLPL Financial LLC
- Robert Mustafa, CFPLPL Financial LLC