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CFP
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CFP

Michael Granica

LPL Financial LLC
16 Years of Experience
Williamsville, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Granica is a CFP-designated registered investment advisor at LPL Financial LLC, based in Williamsville, NY, with 16 years of industry experience. Michael 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8427 Main Street, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an insurance agent selling fixed annuities, life/health, and long-term care insurance, dedicating nearly full-time hours to this. He also owns a CPA/accounting services/tax preparation business, also dedicating nearly full-time hours, and works as a contractor for The Getzoni Agency, Inc. providing personal lines customer service, dedicating nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.
February 2021 - July 2025 · 4 yrs 5 mos
Next Financial Group, INC.Broker
June 2020 - July 2025 · 5 yrs 1 mo
Nationwide Securities, LLCBroker
February 2018 - June 2020 · 2 yrs 4 mos
MML Investors Services, LLCBroker
August 2014 - January 2018 · 3 yrs 5 mos
Nationwide Securities, LLC
April 2013 - August 2014 · 1 yr 4 mos
Nationwide Securities, LLCBroker
June 2010 - August 2014 · 4 yrs 2 mos
State Registrations2 states
NCNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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