Emma West Gleason
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCAug 2025 to now
- Mercer Allied Company LPNov 2024 to Aug 2025
- Goldman Sachs & Co. LLCJul 2021 to Aug 2025
- Goldman Sachs Ayco Personal ManagementJul 2021 to Feb 2023
- Cetera Investment Services LLCJul 2019 to Aug 2019
- Foresters Financial Services IncMay 2019 to Jun 2019
- Cap Com FcuMay 2018 to Jul 2021
- Suny OneontaAug 2017 to Dec 2020
- Glen EddyOct 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
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
- 7119574
- Firm CRD
- 8733