Michael Zatchey is a registered investment advisor at LPL Financial LLC, based in Sewickley, PA, 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
2200 Georgetown Dr Ste 200, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a soccer referee, dedicating a few hours per week to this non-investment related activity. He also works full-time at Stratos Wealth Partners as a Registered Investment Advisor Hybrid, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.