Ryan Kozyra
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered 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
- The Prudential Insurance Company of AmericaJul 2023 to now
- Pruco Securities LLCJul 2023 to Nov 2024
- J.P. Morgan Securities LLCJul 2023 to Jul 2023
- JPMorgan Chase Bank, N.A.Jul 2023 to Jul 2023
- Wells Fargo Bank NASep 2021 to Jul 2023
- Wells Fargo Clearing Services, LLC.Sep 2021 to Jul 2023
- Gpk BoysJun 2021 to Nov 2022
- LPL Financial LLCJun 2021 to Oct 2021
- M & T Bank CorporationMay 2016 to Oct 2021
- M&t Securities, Inc.May 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 5526775
- Firm CRD
- 8733