CD
CD

Christopher Devincentis

11 Years of Experience
Melville, NY
Broker

Christopher Devincentis is a registered investment advisor at LPL Financial LLC, based in Melville, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

445 Broadhollow Rd Ste 112, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christopher operates The Pinnacle Financial Group as a DBA for his LPL business, dedicating full-time hours to it. He also has a business entity called The Daisy for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 6 mos
LPL Financial LLC
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
December 2016 - March 2024 · 7 yrs 3 mos
Morgan Stanley
December 2016 - March 2024 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - December 2016 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - December 2016 · 2 yrs
State Registrations5 states
CTFLGANYVA
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.
Christopher Devincentis - Financial Advisor | TrueAdvisor