Drew David Parisi
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, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMay 2022 to now
- Pruco SecuritiesMay 2022 to Nov 2024
- Chelsea Financial ServicesSep 2020 to May 2022
- Nylife Securities LLCJun 2020 to Sep 2020
- New York Life Insurance CompanyFeb 2020 to Sep 2020
- La Casa Pizza Inc.Nov 2018 to Feb 2020
- Suny FarmingdaleSep 2018 to Dec 2019
- Hp Wellington LLC.Aug 2017 to Aug 2018
- La Casa CafeMay 2016 to Apr 2019
- E&p MasonryFeb 2016 to Jul 2018
- Suffolk County Community CollegeSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 7224702
- Firm CRD
- 8733