Nicholas Scheibner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Syracuse, NY, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning, Special Needs Planning, Tax Planning. 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
100 Madison Street, Suite 1300, Syracuse, NY, 13202
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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.
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Nicholas is the 100% owner of Supportive Financial LLC, an independent investment advisor. He dedicates approximately 60 hours per month to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Supportive Financial, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Baron Financial Group LLC
State Registrations21 states
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
Additional Information
For 14 years I’ve worked in the same investment management company.I had become very comfortablewith my career, my family, and my life.