Matthew Mcanulty
Matthew Mcanulty is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Seneca, NY, 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
965 Union Road, West Seneca, NY, 14224
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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
Matthew is involved in several business activities, including Sgroi Lawley Group LLC, Sgroi Wealth Advisory Group, community education, and Ward CPA Accounting Services. He also sells fixed annuities, life/health, and LTC insurance, but dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Sgroi Wealth Advisory Group LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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