Gerard Colistra
Gerard Colistra is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Latham, NY, with 41 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
930 Albany Shaker Road, Suite 110, Latham, NY, 12110
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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
Gerard is involved in several insurance-related businesses, including Omni Insurance & Financial Services, Shipp Financial Services, Hearn Agency One, and Omni Insurance Services LLC, dedicating a significant portion of his time to these ventures. He also operates Sage Financial Associates, which involves both investment and insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Principal Securities, INC.Broker
Reid and AssociatesBroker
Cna Investor Services, INC.Broker
Commonwealth Equity Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations3 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.