Daniel
Pelosi
Lpl Financial LLC
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About this Advisor
Daniel Pelosi is a financial advisor based in Sewell, New Jersey, working with Lpl Financial LLC. Daniel has previously held positions at 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. Daniel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Daniel is part of Lpl Financial LLC, which operates out of Sewell, New Jersey. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lpl Financial LLC
Steele Financial Solutions
Wipfli Financial Advisors LLC
Merrill Lynch
Abercrombie And Fitch
Massachusetts State House
Best Of Boston
Suffolk University
Cheer'S
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
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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