Rosemary
Neidermeyer

Lpl Financial LLC

CRD#6590136
Investment Advisor
in Iselin, NJ

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About this Advisor

Rosemary Neidermeyer is a financial advisor based in Iselin, New Jersey with 2 years of relevant experience. Neidermeyer works at Lpl Financial LLC. During their career, the advisor has held roles at Villanova University, Ampal Group - Buffalo Wild Wings, Ampal Group, Foresters Financial Services, Foresters Advisory Services, Cetera Investment Advisers LLC, Cetera Investment Services LLC and Lpl Financial, LLC. Neidermeyer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in assets between its 1,688,501 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC has 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 typically are based on the type of services. However, fees billed by Lpl Financial LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

485 E Rte 1 S, Suite 110
Iselin, NJ 08830

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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

Rosemary Neidermeyer Work History

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

2021 - Present (3 years)

Lpl Financial, LLC

2019 - 2021 (2 years)

Cetera Investment Advisers LLC

2019 - 2021 (2 years)

Cetera Investment Services LLC

2018 - 2019 (1 year)

Foresters Advisory Services

2017 - 2019 (2 years)

Foresters Financial Services

2015 - 2017 (2 years)

Foresters Financial Services

2014 - 2015 (1 year)

Ampal Group

2012 - 2015 (3 years)

Ampal Group - Buffalo Wild Wings

2010 - 2014 (4 years)

Villanova University

*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 Rosemary Neidermeyer 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 Yuen
Aptos, CA
Robert Notarfrancesco
Bridgeport, CT
Keith Clark
Corpus Christi, TX
Rebecca Chiccino
Charlestown, MA
Hyun Song
Vienna, VA
John Gehlhaart
Waukesha, WI
Joseph Praino
Purchase, 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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