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Timothy Leveroni

LPL Financial LLC
49 Years of Experience
Braintree, MA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Timothy Leveroni is a registered investment advisor at LPL Financial LLC, based in Braintree, MA, with 49 years of industry experience. Timothy 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

50 Braintree Hill Ofc Prk #205, Braintree, MA, 02184

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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.
Regulatory
April 2024
Final
Regulatory
February 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy acts in a fiduciary capacity for the Daniel W. Leveroni Family IRR Trust, a role he has held since 2014. This activity requires minimal time commitment.

Employment History
Current Registrations
LPL Financial LLC
September 2009 - Present · 17 yrs 1 mo
LPL Financial LLC
September 2009 - Present · 17 yrs 1 mo
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Mutual Service Corporation
April 2003 - September 2009 · 6 yrs 5 mos
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Bts Asset Management, INC.
April 1994 - December 2003 · 9 yrs 8 mos
Monarch Securities, INC.Broker
December 1986 - October 1988 · 1 yr 10 mos
Investors Brokerage Services, INC.Broker
January 1986 - December 1988 · 2 yrs 11 mos
Titan/value Equities Group, INC.Broker
November 1984 - March 1999 · 14 yrs 4 mos
Fsc Securities CorporationBroker
September 1983 - October 1984 · 1 yr 1 mo
Westamerica Financial CorporationBroker
December 1979 - September 1983 · 3 yrs 9 mos
Anchor National Financial Services, INC.Broker
January 1979 - December 1979 · 11 mos
Westamerica Financial CorporationBroker
April 1977 - February 1979 · 1 yr 10 mos
State Registrations25 states
CACOCTDEFLGAILINKYMAMEMINCNHNJNVNYOHORPARISCTXVAVT
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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