Ilan
Tsapovski

Lpl Financial LLC

CRD#4331422
Investment Advisor
in Brooklyn, NY

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About this Advisor

Ilan Tsapovski is a financial advisor based in Brooklyn, New York, working with Lpl Financial LLC. Ilan has previously held positions at The Prudential Insurance Company Of America, Pruco Securities LLC, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Northfield Bank, Lpl Financial LLC, and Citigroup. Ilan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Ilan is part of Lpl Financial LLC, which operates out of Brooklyn, New York. 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

Series 63, Series 66

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

1501 86Th Street
Brooklyn, NY 11228

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

NY Average: 13
Total Number of Accounts

1,910,545

NY Average: 661
Average Account Size

$242,588

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

Ilan Tsapovski Work History

2020 - Present (5 years)

Northfield Bank

2020 - Present (5 years)

Lpl Financial LLC

2017 - 2020 (3 years)

Citigroup

2015 - 2017 (2 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

The Prudential Insurance Company Of America

2014 - 2015 (1 year)

Pruco Securities LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ilan Tsapovski 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
Ariana Koruschak
Lakeland, FL
Illya Syniy
Lincoln, NE
Brennan Burchill
San Diego, CA
Logan Maier
Roscommon, MI
Jess Newman
Dallas, TX
Andrew Ketchum
Fresno, CA
Olivia Gilliland
Butler, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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