Brandon Kyle Steinman
Investment adviser representative at LPL Enterprise, LLC
9 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
9 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaOct 2024 to now
- Pruco Securities LLCMay 2024 to Nov 2024
- Mantay & Company, LLCJan 2022 to Nov 2024
- Mutual of OmahaAug 2021 to Dec 2021
- UnemployedJun 2021 to Aug 2021
- Pruco Securities LLCJan 2021 to Jun 2021
- UnemployedOct 2020 to Jan 2021
- Spanos MotorsMar 2020 to Oct 2020
- Dac Financial Inc.May 2019 to Aug 2019
- University of FloridaJun 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7327367
- Firm CRD
- 8733