Mark
Filiberto

Lpl Financial LLC

CRD#1378975
Investment Advisor
in Port Jefferson, NY

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About this Advisor

Mark Filiberto is a financial advisor working out of Port Jefferson, New York, who has 10 years of professional experience. Filiberto currently works for Lpl Financial LLC. Throughout their career, they have worked at Cuna Mutual Group, Cuna Brokerage Services, Inc, Suffolk Federal Credit Union and Lpl Financial LLC. Filiberto maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Delaware and New York. Lpl Financial LLC is a financial advisory company that has its headquarters in Port Jefferson, New York. The company has offices in 9,898 locations and a total of 28,744 people on staff. It handles $404 billion in assets under management across its 1,517,995 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC performs a wide set 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. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 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

Disclosures

No

Office Location

200 Belle Terre Rd
Port Jefferson, NY 11777

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

NY Average: 13
Total Number of Accounts

1,517,995

NY Average: 661
Average Account Size

$266,257

NY Average: $977,396

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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

Mark Filiberto Work History

Mark has 10 years of experience.

2019 - Present (3 years)

Lpl Financial LLC

2013 - Present (9 years)

Suffolk Federal Credit Union

2013 - 2019 (6 years)

Suffolk Federal Credit Union

2013 - 2019 (6 years)

Cuna Brokerage Services, Inc

2012 - 2013 (1 year)

Cuna Mutual Group

2012 - 2013 (1 year)

Cuna Brokerage Services, Inc

Disclosures

Mark Filiberto has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ruthanna Goodman
Louisville, KY
Anthony Velarde
Oxnard, CA
Robert Brickey
Fayetteville, NC
Samuel Sharples
Hamilton, MT
William Bernarduci
Boston, MA
Gregory Ward
Clarkston, WA
Jacob Collins
Seward, AK

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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