Michael Giannattasio
Michael Giannattasio is a registered investment advisor at LPL Financial LLC, based in Lynnfield, 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
210 Broadway, Suite 102, Lynnfield, MA, 01940
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates under several DBAs, including Giannattasio & Associates, Benefit Partners, and MAG-Associates.com, primarily focused on non-variable insurance sales, including life, accident, and health insurance, taking up the majority of his time. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
New England SecuritiesBroker
The Mutual Life Insurance Company of New YorkBroker
Mony Sales, INC.Broker
State Registrations6 states
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