Mikaela Rose Donovan
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, LLCOct 2025 to now
- LenscraftersMar 2022 to now
- LPL Enterprise, LLCNov 2024 to Mar 2025
- Pruco Securities LLCJul 2024 to Nov 2024
- StarbucksMay 2020 to Mar 2022
- D'avolioJun 2019 to May 2020
- University At BuffaloAug 2018 to May 2022
- Tjx Companies, MarshallsMay 2017 to Jun 2019
- Williamsville South High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7967444
- Firm CRD
- 8733