Patrick Reardon is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Paramus, NJ, with 38 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
11 Sunflower Avenue, Suite 2000, Paramus, NJ, 07652
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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 Activities
Patrick works part-time as a substitute custodian for the Andover Regional Board of Education, cleaning the school after hours. He also officiates high school track and field meets for the New Jersey State Interscholastic Athletic Association, dedicating a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
First Investors CorporationBroker
State Registrations4 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.
Exams
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