Marc Cianciolo is a registered investment advisor at LPL Financial LLC, based in Waukesha, WI, with 6 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
1103 Spring City Lane, Waukesha, WI, 53186
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Regulatory History (1)
Criminal
March 2005Other Business Activities
Marc operates Summit Financial Advisors as a DBA for his LPL business. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Principal Funds Distributor, INC.Broker
Pacific Select Distributors, LLCBroker
Pacific Select Distributors, LLCBroker
State Registrations3 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.