Benjamin Lodico, financial advisor Pittsburgh PA
93 score

Benjamin Lodico

CRD Number: 5351499
Current Firm: Private Advisor Group, LLC

Benjamin Lodico (CRD# 5351499) is an Investment Advisor Representative working at Private Advisor Group, LLC in Pittsburgh, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Oct 2014 - Current 2
Lpl Financial LLC Pittsburgh, PA Sep 2013 - Current 3
Cwm LLC Pittsburgh, PA Dec 2013 - Nov 2014 < 1
Private Advisor Group, LLC Pittsburgh, PA Sep 2013 - Dec 2013 < 1
Edward Jones St Louis, MO Jun 2007 - Aug 2013 6
Virginia Tech Blacksburg, VA Oct 2006 - Jun 2007 < 1
Poor Billy's Restaurant Blacksburg, VA Aug 2006 - Oct 2006 < 1
Delta Marine Construction Deltaville, VA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Benjamin L. Lodico
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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