Peter Anson Schutt
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJul 2019 to now
- Pruco Securities, LLC.Jul 2019 to Nov 2024
- Massachusetts Mutual Life Insurance CompanyApr 2018 to Jul 2019
- MML Investor ServicesApr 2018 to Jul 2019
- Holistic Financial Strategies, LLCJan 2017 to Apr 2018
- New York Life Insurance CompanyDec 2015 to Mar 2018
- Nylife Securities LLCDec 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4201977
- Firm CRD
- 8733