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CFP
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CFP

John Cultrera

LPL Financial LLC
13 Years of Experience
Brooklyn, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Cultrera is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brooklyn, NY, with 13 years of industry experience. John 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
—
View Full SEC Brochure

Location

337 Bay 11th Ave Flr 1, Brooklyn, NY, 11228

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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

John is an agent for non-variable insurance through DBS and Crump, dedicating a few hours per week to each. He also operates SouthHampton Wealth Management as a DBA for his LPL business, which is a full-time commitment.

Employment History
Current Registrations
LPL Financial LLC
April 2022 - Present · 4 yrs 6 mos
LPL Financial LLC
April 2022 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Woodbury Financial Services, INC.
October 2019 - May 2022 · 2 yrs 7 mos
Woodbury Financial Services, INC.Broker
October 2019 - May 2022 · 2 yrs 7 mos
Infinex Investments, INC.Broker
August 2017 - September 2019 · 2 yrs 1 mo
National Securities CorporationBroker
May 2015 - August 2017 · 2 yrs 3 mos
Joseph Gunnar & CO., LLC
April 2014 - May 2015 · 1 yr 1 mo
Joseph Gunnar & CO. LLCBroker
April 2014 - May 2015 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2013 - April 2014 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - April 2014 · 8 mos
Joseph Gunnar & CO. LLCBroker
April 2013 - August 2013 · 4 mos
State Registrations8 states
MDMEMINCNJNYOHPA
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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