Daniel
Pelosi

Lpl Financial LLC

CRD#6805514
Investment Advisor
in Sewell, NJ

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About this Advisor

Daniel Pelosi is a financial advisor operating in Sewell, New Jersey with a total of 2 years of relevant experience. Pelosi is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Paul Vi High School, Suffolk University, Cheer'S, Massachusetts State House, Best Of Boston, Merrill Lynch, Steele Financial Solutions, Lpl Financial LLC, Wipfli Financial Advisors LLC and Abercrombie And Fitch. Pelosi has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in total assets across its 1,688,501 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm offers a diverse array 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 largely vary depending on which service is offered. Fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

1555 Huffville Road
Sewell, NJ 08080

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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

Daniel Pelosi Work History

Daniel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2019 - 2020 (1 year)

Steele Financial Solutions

2018 - 2019 (1 year)

Wipfli Financial Advisors LLC

2017 - 2017 (< 1 year)

Merrill Lynch

2017 - 2018 (1 year)

Abercrombie And Fitch

2016 - 2016 (< 1 year)

Massachusetts State House

2016 - 2017 (1 year)

Best Of Boston

2014 - 2018 (4 years)

Suffolk University

2014 - 2015 (1 year)

Cheer'S

2010 - 2014 (4 years)

Paul Vi High School

*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 Daniel Pelosi 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
Scott Fritz
Exton, PA
Diane Winner
Ann Arbor, MI
Nathan Vanstippen
Kaukauna, WI
Hyun Song
Vienna, VA
Andrew Gaber
Parker, CO
Michael Evans
Westerville, OH
Michelle Cannan
Rochester, NY

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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