Aaron Verdile
Aaron Verdile is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wappingers Falls, NY, with 13 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
1289 Rt 9, Suite 3, Wappingers Falls, NY, 12590
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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 ActivitiesSells Insurance
Aaron owns EXT Productions LLC, a home recording studio, dedicating about a quarter of his time. He is also the treasurer of the Beacon Sloop Club and spends a few hours per week on it. Aaron is a licensed representative and life insurance agent, spending full-time hours answering phones, setting appointments, processing new account forms, and selling life insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations23 states
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