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Robert Sidell

LPL Financial LLC
51 Years of Experience
Salisbury, MD
2 DisclosuresBroker
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Robert Sidell is a registered investment advisor at LPL Financial LLC, based in Salisbury, MD, with 51 years of industry experience. Robert 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

Salisbury, MD

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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.
Customer Dispute
July 2000
Settled
Customer Dispute
March 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is an artist/poet under the pen name "Icky" since 2020. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & ReedBroker
August 2011 - July 2021 · 9 yrs 11 mos
Waddell & Reed
August 2011 - July 2021 · 9 yrs 11 mos
RBC Capital Markets, LLCBroker
March 2009 - August 2011 · 2 yrs 5 mos
RBC Capital Markets, LLC
March 2009 - August 2011 · 2 yrs 5 mos
Ferris, Baker Watts, LLC
March 2005 - March 2009 · 4 yrs
Ferris, Baker Watts, LLCBroker
March 2005 - March 2009 · 4 yrs
RBC Dain Rauscher INC.
September 2002 - March 2005 · 2 yrs 6 mos
RBC Dain Rauscher INC.Broker
March 2002 - March 2005 · 3 yrs
Tucker Anthony IncorporatedBroker
October 1998 - March 2002 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
August 1984 - November 1998 · 14 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1980 - August 1984 · 3 yrs 11 mos
Ina Security CorporationBroker
June 1975 - October 1987 · 12 yrs 4 mos
State Registrations19 states
AZCACODCDEFLGAIAMDMONCNJNMNYOHPASCVAWI
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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