Patrick Reardon is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Paramus, NJ, with 37 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
11 Sunflower Avenue, Suite 2000, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.