Daniel Kalvaitis
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCSep 2026 to now
- Wells Fargo AdvisorsJan 2026 to Aug 2026
- Self-employedNov 2024 to Jan 2026
- Fidelity InvestmentsApr 2024 to Nov 2024
- Fidelity InvestmentsAug 2021 to Mar 2024
- TD AmeritradeOct 2020 to Aug 2021
- Self-employedApr 2020 to Sep 2020
- Inforeach IncMar 2020 to Mar 2020
- Cfa WatertowerJan 2020 to Feb 2020
- Self-employedAug 2019 to Dec 2019
- EnfusionMay 2018 to Jul 2019
- Biotronik Se & Co KgJun 2017 to Jul 2017
- Full-time EducationAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
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
- 6480794
- Firm CRD
- 8733