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Michael E Abramo

Investment adviser representative at LPL Enterprise, LLC
13 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

13 years in the industry.

  1. LPL Enterprise, LLCJan 2026 to now
  2. Natixis Advisors, LLCJan 2024 to Jan 2026
  3. Natixis Distribution, LLCJan 2024 to Jan 2026
  4. Morgan StanleyAug 2022 to Dec 2023
  5. Fidelity InvestmentsAug 2021 to Jul 2022
  6. InterthriveMay 2019 to Aug 2019
  7. HealthmarketsAug 2018 to Oct 2018
  8. Eastern Trust Wealth ManagementSep 2017 to Jul 2021
  9. Fairfield UniversitySep 2017 to May 2021
  10. UnemployedJun 2017 to Sep 2017
  11. Saint John's High SchoolAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2022

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
7426093
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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