Matthew Thomas Pepe
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJan 2021 to now
- Pruco Securities, LLC.Aug 2020 to Nov 2024
- N/aMay 2020 to Aug 2020
- Capitol PartnersFeb 2020 to May 2020
- University of MarylandAug 2019 to Feb 2020
- Mkm Partners, LLCJun 2019 to Aug 2019
- University of MarylandAug 2018 to Jun 2019
- Spirit HalloweenJun 2018 to Aug 2018
- University of MarylandAug 2017 to Jun 2018
- Borgata Hotel Casino & SpaJun 2017 to Aug 2017
- University of MarylandAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (DC, MD).
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
- 7287200
- Firm CRD
- 8733