Chintan Shukla is a CFA-designated registered investment advisor at LPL Financial LLC, based in Poughkeepsie, NY, with 16 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
110 Main Street, Poughkeepsie, NY, 12601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chintan provides administrative support to Marshall & Sterling Wealth Advisors, dedicating full-time hours to this role. He also owns rental real estate and serves as a board member for Children's Home of Poughkeepsie, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
Marshall + Sterling Wealth Advisors, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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