Brian Edward Montalbano
Investment adviser representative at LPL Enterprise, LLC
20 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
20 years in the industry.
- LPL Enterprise, LLCMar 2026 to now
- Pinnacle BankJan 2026 to Mar 2026
- Synovus Securities, Inc.Jun 2019 to Mar 2026
- Synovus BankJun 2019 to Dec 2025
- Suntrust Advisory ServicesAug 2016 to Jun 2019
- Suntrust Investment Services, IncApr 2006 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2287402
- Firm CRD
- 8733