Melvin
Brody

Lpl Financial LLC

CRD#3176838
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Melvin Brody is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the advisory business for 19 years. Brody is an employee of Lpl Financial LLC. They have spent all of their career at Lpl Financial Llc. Brody holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and South Carolina. Lpl Financial LLC is a company headquartered in Pittsburgh, Pennsylvania. The firm has offices in 9,898 locations and a total of 28,744 advisors. It oversees $404 billion in total assets across its 1,517,995 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 3,162 charities and foundations. Of its 1,517,995 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a wide range 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 fee schedules usually vary depending on which services are provided. However, fees billed by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

Yes

Office Location

1378 Freeport Rd Ste 3A
Pittsburgh, PA 15238-3135

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

PA Average: 13
Total Number of Accounts

1,517,995

PA Average: 661
Average Account Size

$266,257

PA 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

Melvin Brody Work History

Melvin has 19 years of experience.

2003 - Present (20 years)

Linsco/ Private Ledger Corp

Disclosures

Melvin Brody has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathon Bult
Draper, UT
Eric Barrett
Riverside, CA
Jason Harris
Salem, OR
Samuel Sharples
Hamilton, MT
Jeff Jafolla
Doylestown, PA
Diego De Los Santos
El Monte, CA
Joshua Youngblood
Chicago, IL

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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