Grzegorz Szymczak is a registered investment advisor at LPL Financial LLC, based in Hinsdale, IL, with 11 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
50 South Lincoln, Hinsdale, IL, 60521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grzegorz operates under a DBA for his LPL business and has a financial institution duty with BMO Bank NA, both since 2022. He also owns rental real estate since 2013.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
LPL Financial LLCBroker
BMO Harris Financial Advisors, INC.Broker
PNC InvestmentsBroker
Fifth Third Securities, INC.Broker
State Registrations1 state
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