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CFP · ChFC
DS
CFP · ChFC

Danielle Scodellaro

LPL Financial LLC
13 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Danielle Scodellaro is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 13 years of industry experience. Danielle 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

Scottsdale, AZ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Danielle is involved with CUNA Mutual Executive Benefits since 2015, focusing on non-variable insurance. This investment-related activity takes about 10-20% of her time.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
July 2015 - May 2022 · 6 yrs 10 mos
CUNA Brokerage Services, INC.Broker
February 2015 - May 2022 · 7 yrs 3 mos
Ameriprise Financial Services, INC.Broker
April 2014 - December 2014 · 8 mos
J.P. Morgan Securities LLCBroker
November 2012 - April 2014 · 1 yr 5 mos
State Registrations23 states
AKARAZCACOHIIDKSLAMIMOMTNENMNVOKORTXUTWAWIWVWY
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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