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Sandro Elio Palmerini

LPL Financial LLC

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About Sandro Elio Palmerini

Sandro Palmerini is a financial advisor with over 30 years of experience in the industry. Sandro is registered with LPL Financial LLC and has a Series 7, Series 6, Series 24, and Series 63 license. Sandro has previously worked with HSBC Securities (USA) Inc., Allstate Financial Services, LLC, Capital One Investment Services LLC, Banc of America Investment Services, Inc., Chase Investment Services Corp., BNY Investment Center Inc., Essex National Securities, Inc., Whale Securities Co., L.P., J.W. Barclay & Co., Inc., Andrew, Alexander, Wise & Company Incorporated, Shamus Group, Inc., County NatWest International Limited, and Smith Barney, Harris Upham & Co., Incorporated. Sandro provides a range of services to clients, including financial planning, portfolio management for individuals and businesses, and pension consulting. Sandro is also registered with the following states: California, Connecticut, Florida, Georgia, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, and Vermont.

Firm Information

Sandro Palmerini is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sandro Palmerini’s Registration & Firm History

NY

08/03/2021 - Present

LPL Financial LLC (ROCKAWAY PARK NY)

NY

04/10/2012 - 06/06/2017

HSBC SECURITIES (USA) INC. (WEST BABYLON NY)

NY

12/02/2011 - 04/04/2012

ALLSTATE FINANCIAL SERVICES, LLC (HAUPPAUGE NY)

NY

12/13/2006 - 01/25/2011

CAPITAL ONE INVESTMENT SERVICES LLC (MASSAPEQUA PARK NY)

NY

12/05/2006 - 12/18/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST HEMPSTEAD NY)

NY

02/11/2004 - 11/07/2006

CHASE INVESTMENT SERVICES CORP. (BAYSHORE NY)

NY

10/20/1999 - 02/12/2004

BNY INVESTMENT CENTER INC. (NEW YORK NY)

CA

12/14/1998 - 11/03/1999

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

05/21/1998 - 12/03/1998

WHALE SECURITIES CO., L.P. (NEW YORK NY)

NJ

09/25/1997 - 04/29/1998

J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)

NY

02/20/1997 - 09/09/1997

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED (NEW YORK NY)

NA

05/02/1996 - 03/14/1997

SHAMUS GROUP, INC.

NY

04/16/1992 - 05/23/1996

WHALE SECURITIES CO., L.P. (NEW YORK NY)

NY

05/16/1991 - 03/04/1992

COUNTY NATWEST INTERNATIONAL LIMITED (NEW YORK NY)

NY

02/05/1992 - 02/27/1992

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

01/20/1989 - 06/27/1989

PRUCO SECURITIES CORPORATION

NA

01/20/1989 - 06/27/1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

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Licenses & Designations

IA

Issued 03/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1991

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sandro Elio Palmerini. Review regulatory record here.
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