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Mason Gasbarre

Investment adviser representative at LPL Enterprise, LLC
18 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

18 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaAug 2023 to now
  3. Pruco Securities LLCAug 2023 to Nov 2024
  4. Ameriprise Financial Services, LLCNov 2021 to Jul 2023
  5. Northwestern MutualAug 2021 to Dec 2021
  6. Ameriprise Financial Services, LLCJun 2021 to Aug 2021
  7. Ameriprise Financial Services, LLCNov 2020 to Feb 2021
  8. Ameriprise Financial Services, LLCMay 2020 to Aug 2020
  9. Victor Hills Golf ClubMay 2020 to Aug 2020
  10. St John Fisher UniversityAug 2019 to May 2023
  11. Victor Hills Golf ClubJun 2019 to Sep 2019
  12. Ymca of Greater RochesterJun 2019 to Aug 2019
  13. Fairport Central School DistrictSep 2008 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State 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
7257947
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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