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Christopher Michael Grella

Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets

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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.

  1. LPL Enterprise, LLCJul 2026 to now
  2. Ameriprise Financial Services, Inc.Apr 2016 to Jul 2026

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995

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
2553803
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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