Xiaobo Zheng Dichillo
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCMar 2026 to now
- Zi-dichillo FinancialsApr 2024 to now
- Fidelity InvestmentsMar 2023 to Apr 2024
- Zi-dichillo FinancialsAug 2021 to Feb 2023
- MML Investors ServicesAug 2021 to Dec 2021
- Massmutual Life Insurance CompanyNov 2020 to Feb 2022
- Hanmi BankJul 2019 to Jul 2021
- Guardian Life Insurance CompanyOct 2018 to Aug 2019
- Park Avenue SecuritiesOct 2018 to Aug 2019
- MML Investors Services, LLCSep 2018 to Oct 2018
- Massmutual Life Insurance CompanyMar 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6367831
- Firm CRD
- 8733