Martin Lasky
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.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaApr 2024 to now
- Pruco Securities LLCAug 2023 to Nov 2024
- Mueller ServicesJul 2023 to Aug 2023
- The Wireless ExperienceJan 2023 to Jul 2023
- Boundless IncNov 2022 to Jan 2023
- UnemployedDec 2020 to Nov 2022
- StudentJun 2020 to Dec 2020
- Music Box Inc.May 2020 to Jun 2020
- StudentAug 2019 to May 2020
- Everwood Day CampJun 2019 to Aug 2019
- Music Box Inc.Jun 2015 to Aug 2018
- StudentJan 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7803624
- Firm CRD
- 8733