Robert Sidell is a registered investment advisor at LPL Financial LLC, based in Berlin, MD, with 50 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
Berlin, MD
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2000Customer Dispute
March 1999Other 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
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ina Security CorporationBroker
State Registrations19 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.