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Michael Belanger

4 Years of Experience
North Haven, CT
BrokerSells Insurance

Michael Belanger is a registered investment advisor at LPL Financial LLC, based in North Haven, CT, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

116 Washington Ave. 2nd Fl, North Haven, CT, 06473

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael owns Tetrad Estate Holdings, a real estate rental business, dedicating minimal time. He also operates Soundway Financial as a DBA for his LPL business, which is a full-time commitment, and spends a few hours per week on non-variable insurance activities.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 2 mos
LPL Financial LLC
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2022 - July 2024 · 2 yrs 6 mos
Cetera Investment Services LLCBroker
June 2021 - July 2024 · 3 yrs 1 mo
State Registrations28 states
AZCACOCTDEFLIDKYLAMAMEMIMNMSNCNHNJNMNVNYOKORPARISCTNTXVA
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.