Steven David Sasson
Investment adviser representative at LPL Enterprise, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- MML Investors Services, LLCSep 2020 to Jan 2025
- Mass Mutual Life Insurance CoMar 2020 to Jan 2025
- Al-lectricJan 2019 to Mar 2020
- Multivision DigitalJun 2018 to Jan 2019
- Sabra Law GroupJan 2017 to Jun 2018
- Baruch CollegeJan 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7280817
- Firm CRD
- 8733