Anthony
Macaluso

Lpl Financial LLC

CRD#6010739
Investment Advisor
in Utica, MI

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About this Advisor

Anthony Macaluso is a financial advisor based out of Utica, Michigan, with a total of 10 years of work experience. Macaluso is an employee of Lpl Financial LLC. Over the course of their career, Macaluso has held roles at Qek Global Solutions, Cia Financial Group and Lpl Financial LLC. Macaluso maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Lpl Financial LLC is a registered investment firm operating out of Utica, Michigan. It has offices in 9,519 locations and a total of 23,035 financial advisors. It has $208 billion in assets under management among its 892,326 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 accounts, 28% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC provides a number of services, such as 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. A financial advisor's fees usually are based on which services are offered. Fee types charged by Lpl Financial LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

48593 Hayes
Utica, MI 48315

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MI Average: $646,059,043
Total Number of Employees

23,035

MI Average: 13
Total Number of Accounts

892,326

MI Average: 661
Average Account Size

$232,867

MI Average: $977,396

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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

Anthony Macaluso Work History

Anthony has 10 years of experience.

2012 - Present (9 years)

Lpl Financial LLC

2011 - 2016 (5 years)

Cia Financial Group

2010 - 2011 (1 year)

Qek Global Solutions

Disclosures

Anthony Macaluso has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Benjamin Giese
Altavista, VA
Brendan Rodden
Apex, NC
Alexandra Chiklakis
Fort Myers, FL
Steven Justice
San Diego, CA
Joseph Jimenez
Mckinney, TX
Craig Carper
Temecula, CA
Scott Sloan
New Orleans, LA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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