Thomas Joseph Kolakowski
Investment adviser representative at LPL Enterprise, LLC
24 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
24 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaAug 2024 to now
- Pruco Securities, LLC.Jun 2024 to Nov 2024
- UnemployedJan 2024 to Jun 2024
- Crestwood Country Day SchoolJun 2023 to Aug 2023
- MML Investors Services, LLCSep 2021 to Dec 2022
- Massmutual Life Insurance CoOct 2020 to Dec 2022
- AflacApr 2020 to Jun 2021
- UnemployedNov 2019 to Apr 2020
- Tk Strategic SolutionsJul 2019 to Dec 2023
- D&r ConsultingJul 2019 to Nov 2019
- Bwd Sports & Entertainment LLCOct 2000 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4243184
- Firm CRD
- 8733