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Leo Scalercio

LPL Financial LLC
45 Years of Experience
Wexford, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Leo Scalercio is a registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 45 years of industry experience. Leo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 Corporate Dr #350, Wexford, PA, 15090

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2012
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Leo works as an insurance broker for Pittsburgh Brokerage Services, dedicating minimal time. He also operates BCR Financial LLC as a DBA for his LPL business, committing full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
August 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
August 2024 - Present · 2 yrs 2 mos
Bcr Financial Services, LLC
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Osaic Fs, INC.
January 2013 - August 2024 · 11 yrs 7 mos
Osaic Fs, INC.Broker
April 2012 - August 2024 · 12 yrs 4 mos
Ameriprise Financial Services, INC.
November 2003 - April 2012 · 8 yrs 5 mos
Ids Life Insurance CompanyBroker
September 2002 - July 2006 · 3 yrs 10 mos
American Express Service CorporationBroker
April 1992 - December 1994 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
January 1985 - April 2012 · 27 yrs 3 mos
Ids Financial Services INC.Broker
January 1985 - December 1986 · 1 yr 11 mos
Pruco Securities CorporationBroker
January 1983 - January 1985 · 2 yrs
Financial Estate PlanningBroker
June 1981 - November 1982 · 1 yr 5 mos
First Investors CorporationBroker
March 1981 - October 1982 · 1 yr 7 mos
State Registrations8 states
FLMDNCNYOHPASCWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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