Edgardo Bruzzone is a registered investment advisor at LPL Financial LLC, based in Campbell, CA, 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
900 E. Hamilton Ave., Ste 100, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edgardo operates under two DBAs for his LPL business: SGC Financial & Insurance Services since 2020, and SageCrest Wealth Management since 2022. He dedicates full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Strategic Wealth Advisors Group
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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