Anthony
Iuso

Lpl Financial LLC

CRD#1749447
Investment Advisor
in Summit, NJ

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About this Advisor

Anthony Iuso is a financial advisor operating out of Summit, New Jersey who has 8 years of industry experience. Iuso is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Lpl Financial, LLC and Peapack Gladstone Bank. Iuso has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Lpl Financial LLC is a registered investment company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It handles $368 billion in assets across its 1,688,501 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC offers 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

8 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

Office Location

48 Deforest Avenue
Summit, NJ 07901

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ Average: $977,396

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 Iuso Work History

Anthony has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

Peapack Gladstone Bank

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Iuso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jordan Hopp
Waukesha, WI
John Molinelli
Trenton, NJ
Kristi Johnson
Fort Mill, SC
Gary Mesko
Sarasota, FL
Stephen Martin
Birmingham, AL
Zakaria Fourari
Safety Harbor, FL
Thomas Mercer
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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