Gregg Schriro is a registered investment advisor at LPL Financial LLC, based in Rockville Centre, NY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9 S. Long Beach Rd., Rockville Centre, NY, 11570
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregg is affiliated with The Pinnacle Financial Group, providing financial planning and asset management for a fee, taking about half of his time. He also acts as a fiduciary for the Charlotte Schriro Trust and has a business entity, Schriro Asset Management LLC, for tax/investment purposes, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
United Financial Group, LTDBroker
Charles Schwab & CO., INC.Broker
Citicorp Investment ServicesBroker
UBS Painewebber INC.Broker
State Registrations5 states
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