Indya Kellman is a registered investment advisor at LPL Financial LLC, based in Stony Point, NY, with 15 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
35 S Liberty Dr 9W, Stony Point, NY, 10980
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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 →Other Business Activities
Indya is involved in several outside business activities, including real estate rentals since 2015 and 2018, Affinity Investment Services as a DBA for LPL business since 2023, and Portraits N Play LLC as a business owner since 2021. None of these activities appear to be insurance-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 states
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