Giovanni Baczynski
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, LLCSep 2026 to now
- Citizens Bank, N/aMar 2024 to Jul 2026
- Citizens Securities, IncMar 2024 to Jul 2026
- Apw IncDec 2022 to Feb 2024
- Brophy Wealth Management LLCDec 2022 to Feb 2024
- Fidelity InvestmentsNov 2020 to Oct 2022
- Martha's ExchangeAug 2019 to Feb 2023
- Osu FoundationApr 2019 to Dec 2019
- Bellavance Beverage Co.Jun 2018 to Aug 2019
- Marble Slab CreameryFeb 2017 to May 2017
- Oklahoma State UniversityAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7315444
- Firm CRD
- 8733