Benjamin Lodico, financial advisor Morristown NJ

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 Morristown, NJ and has over 16 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Oct 2014 - Current 9
Lpl Financial LLC Pittsburgh, PA Sep 2013 - Current 10
Cwm LLC Pittsburgh, PA Dec 2013 - Nov 2014 < 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
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, WY

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