Bryan Patrick Duffy
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaMar 2021 to now
- Pruco Securities, LLC.Jan 2021 to Nov 2024
- UnemployedMar 2020 to Jan 2021
- Northwestern Mutual Investment Services LLCApr 2018 to Jan 2020
- Northwestern Mutual Life Insurance CompanyMar 2018 to Jan 2020
- Final Final Sports BarOct 2017 to May 2018
- World Financial GroupSep 2017 to Mar 2018
- Overland Bar and GrillJul 2016 to Oct 2017
- Incline Investment ManagementMar 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
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
- 5128611
- Firm CRD
- 8733