Debasish Mukherjee
Investment adviser representative at LPL Enterprise, LLC
8 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
8 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJul 2024 to now
- Pruco Securities LLCMar 2024 to Nov 2024
- Empire TodayMay 2023 to Jan 2024
- Self EmployedFeb 2022 to Apr 2023
- UnemployedMar 2018 to Aug 2018
- Kemper InsuranceSep 2017 to Jan 2022
- Pruco Securities, LLCMay 2017 to Feb 2018
- UnemployedJun 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6819644
- Firm CRD
- 8733