Steven Frederick Dipaola
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCMay 2025 to now
- Bankers Life Advisory Services, IncSep 2019 to May 2025
- AetnaSep 2017 to May 2025
- HumanaSep 2017 to May 2025
- United Health CareSep 2017 to May 2025
- Bankers Life Securities IncJul 2017 to May 2025
- Bankers Life & CasualtyFeb 2017 to May 2025
- Northeast Securities, Inc.Mar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1667609
- Firm CRD
- 8733