Albert Delorenzo
Albert Delorenzo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Newburgh, NY, with 53 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
276 Route 17K, Newburgh, NY, 12550-2318
Get directionsHistory
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
Albert is involved in several outside business activities, including tax preparation/accounting, operating under DeLorenzo Financial Planning Associates as a DBA for LPL business, and selling non-variable insurance through various companies, dedicating about 10-20% of his time. He also works as a high school baseball umpire and is a notary public.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations22 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.