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William Passarelli

LPL Financial LLC
7 Years of Experience
Meriden, CT
1 DisclosureBroker
View SEC Summary
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William Passarelli is a registered investment advisor at LPL Financial LLC, based in Meriden, CT, with 7 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Meriden, CT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William works for Pratt & Whitney as an Electronics Systems Server since July 2022. This outside employment takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
February 2021 - September 2021 · 7 mos
MML Investors Services, LLC
February 2021 - September 2021 · 7 mos
MML Investors Services, LLC
November 2018 - July 2019 · 8 mos
MML Investors Services, LLCBroker
October 2018 - July 2019 · 9 mos
Edward Jones
July 2016 - December 2017 · 1 yr 5 mos
Edward JonesBroker
May 2016 - December 2017 · 1 yr 7 mos
State Registrations2 states
CTSC
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.
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