Maria Zoll is a registered investment advisor at LPL Financial LLC, based in East Northport, NY, 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
382 Larkfield Rd, East Northport, NY, 11731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maria operates Maria Zoll Tax & Advisory Services as a DBA for her LPL business and as a tax preparation/accounting service, dedicating full-time hours and about a quarter of her time respectively. She also manages Maria Zoll Strategic Partners for investment purposes and owns rental real estate, spending minimal time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations5 states
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