Scott Michael Lepa
Investment adviser representative at LPL Enterprise, LLC
28 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
28 years in the industry.
- LPL Enterprise, LLCFeb 2026 to now
- UnemployedNov 2025 to Feb 2026
- Prasad Wealth Partners, LLCJun 2025 to Nov 2025
- UnemployedFeb 2025 to Jun 2025
- Cerity Partners LLCJul 2024 to Feb 2025
- Mgo Inc.Jun 1998 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4164181
- Firm CRD
- 8733