Melissa Petrowski
Investment adviser representative at LPL Enterprise, LLC
22 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
22 years in the industry.
- LPL Enterprise, LLCJun 2025 to now
- Bank of America, N.A.Dec 2019 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Mar 2025
- Equity Services, Inc.Apr 2019 to Oct 2019
- National LifeDec 2018 to Apr 2019
- UnemployedNov 2018 to Dec 2018
- Copy CottageJul 2004 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7110849
- Firm CRD
- 8733