Leo Scalercio
Leo Scalercio is a registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 44 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
2000 Corporate Dr #350, Wexford, PA, 15090
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2012Customer Dispute
August 2002Other 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
LPL Financial LLC
LPL Financial LLC
Bcr Financial Services, LLC
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
American Express Service CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Financial Services INC.Broker
Pruco Securities CorporationBroker
Financial Estate PlanningBroker
First Investors CorporationBroker
State Registrations8 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.