Christopher Pellegrino is a CFA-designated registered investment advisor at LPL Financial LLC, based in Hunt Valley, MD, with 4 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
11350 Mc Cormick Rd, Executive Plaza I I I Ste 501, Hunt Valley, MD, 21031-1002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is dually-registered as an investment advisor representative with Summit Investment Advisors and as a registered representative with LPL Financial LLC. He also owns Apollo XFR LLC and 104 Products Inc, both involved in Amazon sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Summit Financial
Sloane Mccarron Capital Advisors, LLC
Financial Telesis, INC.
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.