Nicholas Anthony Bernick
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- Prudential AdvisorsJun 2025 to now
- Northwestern MutualAug 2024 to Jun 2025
- Johnson Brothers MutualMar 2024 to Aug 2024
- Power Home FremodelingOct 2023 to Dec 2023
- Frank B Fuhrer WholesaleMar 2022 to Oct 2023
- Hot Corner AthleticsMay 2018 to Mar 2022
- Niagara UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7943757
- Firm CRD
- 8733