Brian Amato
Advisor at Comprehensive Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Comprehensive Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Morristown, NJ 07960
Credentials
Series 66
Industry experience
24 years
Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.
Based on Comprehensive Wealth Services, LLC
Fixed annual fees for portfolio management services based on complexity and volume of services
$0 - $250,000: 0.90% $250,000 - $500,000: 0.85% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,500,000: 0.60% $2,500,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.30% $10,000,000+: 0.20%
Some affiliated persons receive commissions for brokerage and insurance products separately; clients are not obligated to use these services
Minimum fee: Fixed annual fee based on complexity and volume of services, discussed and agreed upon before services are performed Fee-only: Advisory fees based on percentage of AUM or fixed fees; no commissions accepted by the firm for advisory services
55 Madison Avenue, Suite 400
Morristown, NJ 07960
Connecticut · Florida · New Jersey · New York · Texas
LPL Financial
2025 - Present (1 year)
Generational Wealth Srvices LLC dba Comprehensive Wealth Service
2025 - Present (1 year)
Lebenthal Global Advisors LLC
2019 - 2024 (5 years)
Cadaret, Grant & Co., Inc.
2015 - 2025 (10 years)
American Investment Planners, LLC
2010 - Present (16 years)
Cadaret, Grant & Co., Inc.
2002 - 2025 (23 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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