Michael Curtis
Investment adviser representative at LPL Enterprise, LLC
25 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
25 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJun 2021 to now
- Curtis ForestrySep 2001 to now
- Pruco Securities, LLC.Jun 2021 to Nov 2024
- Mass Mutual Life Insurance CompanyNov 2019 to Jun 2021
- MML Investors Services, LLCNov 2019 to Jun 2021
- Bankers Life Securities, IncApr 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2023
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
- 4448165
- Firm CRD
- 8733