Edward
Lupardo

Pruco Securities, LLC

CRD#1421413
Investment Advisor
in Forest Hills, NY

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About this Advisor

Edward Lupardo is a financial advisor working in Forest Hills, New York who has 2 years of industry experience. Lupardo is an advisor for Pruco Securities, LLC. Lupardo has gained experience at Pruco Securities, LLC and Prudential Insurance Company Of America. Lupardo has a Series 63 license, qualifying them as a securities representative, and is approved to operate in New York. Pruco Securities, LLC is an advisory business that has its headquarters in Newark, NJ. The company has offices in 42 locations and a total of 2,500 employees. It oversees $14 billion in assets among its 106,737 accounts, placing it among the largest firms in the country by assets under management. Of its 106,737 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. Pruco Securities, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees are based on which service is provided. However, fee types billed by Pruco Securities, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

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, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

118-35 Queens Blvd Suite 1530
Forest Hills, NY 11375

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

NY Average: $10,121,009,343
Total Number of Employees

2,500

NY Average: 92
Total Number of Accounts

106,737

NY Average: 6,978
Average Account Size

$131,438

NY Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Edward Lupardo Work History

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

1984 - Present (40 years)

Pruco Securities, LLC

1984 - Present (40 years)

Prudential Insurance Company Of America

*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 Edward Lupardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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