Daniel Leveroni
Daniel Leveroni is a CFP-designated registered investment advisor at LPL Financial LLC, based in Braintree, MA, with 48 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
50 Braintree Hill Ofc Prk #205, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Criminal
January 1973Other Business Activities
Daniel operates under the DBA Leveroni Financial Management Corp, since 2010.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Bts Asset Management, INC.
Investors Brokerage Services, INC.Broker
Titan/value Equities Group, INC.Broker
Fsc Securities CorporationBroker
Westamerica Financial CorporationBroker
Family Funding Security CorporationBroker
Westamerica Financial CorporationBroker
State Registrations27 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.