Edgar Montenegro
Investment adviser representative at LPL Enterprise, LLC
19 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
19 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Co. of AmericaMar 2023 to now
- Pruco Securities, LLCMar 2023 to Nov 2024
- MML Investors Services, LLCMar 2018 to Mar 2023
- Massachusetts Mutual Life Insurance CompanyMay 2016 to Mar 2023
- Chillax Group-dba Armor Consulting Group LLCJun 2007 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
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
- 4768006
- Firm CRD
- 8733