Gregory
Munroe

Lpl Financial LLC

CRD#2282929
Investment Advisor
in Boston, MA

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About this Advisor

Gregory Munroe is a certified financial planner operating out of Boston, Massachusetts, who has been in the financial industry for 27 years. Munroe is an employee of Lpl Financial LLC. Over the course of their career, Munroe has held roles at Flagship Harbor Advisors, LLC, Ids Life Insurance Company, American Express Financial Advisors Inc and Lpl Financial, LLC. Munroe maintains a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Louisiana. Lpl Financial LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. The firm has offices in 9,519 locations and a total of 22,790 people on staff. It has $159 billion in total assets between its 786,525 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 1,809 charitable organizations. Of its 786,525 client accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

346 Commercial St
Boston, MA 02109

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

MA Average: $16,012,751,954
Total Number of Employees

22,790

MA Average: 118
Total Number of Accounts

786,525

MA Average: 4,567
Average Account Size

$202,281

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gregory Munroe Work History

Gregory has 28 years of experience.

2010 - Present (10 years)

Flagship Harbor Advisors, LLC

2010 - Present (10 years)

Lpl Financial, LLC

1992 - Present (28 years)

Ids Life Insurance Company

1992 - 2010 (18 years)

American Express Financial Advisors Inc

Disclosures

Gregory Munroe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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