Anthony Petruccelli
Anthony Petruccelli is a registered investment advisor at LPL Financial LLC, based in Wilmington, DE, 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
Wilmington, DE
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Anthony operates under the DBA Strategic Wealth Advisors for his LPL business. He is also an agent selling fixed and term life insurance and disability income insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations7 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.