Matthew Crescenzo
Matthew Crescenzo is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 9 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
200 Gibraltar Rd Ste 115, Horsham, PA, 19044
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is involved in several investment-related activities, including Secure Planning Group LLC, Brokerage Concepts, Branca Rampart, Tri-State Area Disability Center, Life Brokerage, Coastal Insurance Consulting, and Wealthcare Advisory Partners LLC. He also provides administrative support to Wealthcare Advisory Partners LLC, dedicating about half of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations7 states
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