Ronald Pratt is a registered investment advisor at LPL Financial LLC, based in Liverpool, NY, with 8 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
8135 Soule Road, Liverpool, NY, 13090
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Regulatory History (1)
Judgment / Lien
November 2016Other Business Activities
Ronald is a business owner for Team Pratt Racing and operates Syracuse Wealth Management as a DBA for his LPL business. He also works with Upstate Business Consultants providing business valuation and tax/accounting services, manages BMGR Realty Team for tax/investment purposes, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations10 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.