David
Deraddo

Lpl Financial LLC

CRD#5973153
Investment Advisor
in Geneva, NY

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About this Advisor

David Deraddo is a certified financial planner operating out of Geneva, New York, with 11 years of industry experience. Deraddo is an advisor for Lpl Financial LLC. Throughout their career, Deraddo has worked at Lpl Financial and Lyons National Bank. Deraddo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and New York. Lpl Financial LLC is a business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets between its 1,688,501 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a wide assortment 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 fees largely vary depending on the type of services provided. Fees charged by Lpl Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 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

399 Exchange Street
Geneva, NY 14456

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NY Average: 13
Total Number of Accounts

1,688,501

NY Average: 661
Average Account Size

$217,956

NY 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

David Deraddo Work History

David has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Lpl Financial

2011 - Present (13 years)

Lyons National Bank

*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 David Deraddo 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
Joseph Praino
Purchase, NY
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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