Kyle Malavasi is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, 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
384 Main St, Bedminster, NJ, 07921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle operates Main Street Wealth Management, LLC as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, spending significantly more than full-time on these activities. He also has two business entities, AMWM Advisory Services and Main Street Capital Partners, for tax/investment purposes, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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