Donovan Stuard is a registered investment advisor at LPL Financial LLC, based in Newtown, PA, with 4 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
120 South State Street, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donovan operates under two DBAs for his LPL business: Diener Money Management since 2022 and Oak and Stone Capital Advisors since 2023. Managing these DBAs takes about half of Donovan's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mcdermott Investment Services, LLCBroker
Mcdermott Investment Advisors, LLC
Mcdermott Investment Advisors, LLC
State Registrations5 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.