Morgan Gemondo
Morgan Gemondo is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, 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
4 W. Manilla Ave 2nd Floor, Suite D, Pittsburgh, PA, 15220
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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
Morgan works as a server at Oliverios Ristorante since 2013 and as an advisory representative of a RIA since 2019, dedicating about 10-20% of their time to the latter. Morgan is also an independent insurance agent for various companies, spending a few hours per week, and is a state public notary and board member of a dance studio, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
State Registrations8 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.