Vijay Krishnaswamy
Vijay Krishnaswamy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kingston, NJ, with 7 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
4420 Rt 27, Suite A., Kingston, NJ, 08528
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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
Vijay operates Evergreen Wealth and Momentum Wealth Partners as DBAs for his LPL business. He also owns 7th Street Holding LLC, a real estate rental company, dedicating minimal time to it, and NKS Group LLC for tax/investment purposes, and Evergreen Insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations11 states
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