Michael Coco is a registered investment advisor at LPL Financial LLC, based in Norwalk, CT, with 14 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
83 East Ave Suite 111, Norwalk, CT, 06851
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved with Central East, CT since 07/2021, but spends no time on it. He also operates East Avenue Capital as a DBA for his LPL business since 10/2022, dedicating full-time hours to it, with 120 hours specifically during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
David Lerner Associates, INC.Broker
State Registrations7 states
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