Daniel Gilman
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, LLCMar 2025 to now
- Equitable Advisors, LLCJan 2021 to Mar 2025
- Friends of Ryan DorseyMar 2020 to Jun 2020
- Kol HalevJul 2019 to Jun 2021
- Baltimore City Public School SystemAug 2017 to Jun 2019
- Office of Congressman Dwight EvansDec 2016 to Feb 2017
- Private Prep, LLCNov 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7325695
- Firm CRD
- 8733