Kyle James Arena
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- Mjs Insurance Agency, LLC.Jan 2021 to Jan 2025
- Northwest Bank CorpNov 2019 to Sep 2020
- Jta 251 Group, LLC.Jun 2017 to Oct 2021
- The Saigon CafeFeb 2017 to Jun 2017
- Nylife Securities, LLCFeb 2017 to Feb 2017
- New York Life Insurance Co.Nov 2016 to Feb 2017
- The Saigon CafeDec 2014 to Dec 2016
- The Buffalo Yacht ClubJul 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6728976
- Firm CRD
- 8733