Bennett Christopher Sacks
Investment adviser representative at LPL Enterprise, LLC
15 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
15 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaAug 2023 to now
- Pruco Securities LLCJun 2023 to Nov 2024
- Rj Testo & AssociatesJan 2023 to Jul 2023
- Avanatax Advisory ServicesSep 2022 to Apr 2023
- Avantax Investment Services IncDec 2021 to Apr 2023
- UnemployedFeb 2020 to Nov 2021
- AXA Advisors, LLCSep 2019 to Jan 2020
- David Lerner Associates, Inc.Jun 2018 to Jul 2019
- Apr ConsultingJan 2018 to Jun 2018
- Sacred Heart UniversityJan 2017 to Jan 2018
- StudentNov 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6962351
- Firm CRD
- 8733