Anthony
Soeira

Lpl Financial LLC

CRD#6760398
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Anthony Soeira is a financial advisor based in Fort Lee, New Jersey with 1 year of relevant experience. Soeira is an employee of Lpl Financial LLC. Over the course of their career, Soeira has held roles at Santander Bank, Na, Santander Securities, LLC, Brooks Brothers, Famous Footwear, M&T Bank and Lpl Financial LLC. Soeira holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets between its 1,688,501 accounts, placing it among the largest firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. Lpl Financial LLC performs 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. Financial advisory fees usually are based on which services are offered. However, fees charged by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

303 Main Street
Fort Lee, NJ 07024

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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 Soeira Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

M&T Bank

2022 - Present (2 years)

Lpl Financial LLC

2017 - 2022 (5 years)

Santander Securities, LLC

2015 - 2022 (7 years)

Santander Bank, Na

2013 - 2016 (3 years)

Brooks Brothers

2012 - 2013 (1 year)

Famous Footwear

*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 Soeira 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
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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