Timothy James Romagnoli
Investment adviser representative at LPL Enterprise, LLC
17 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
17 years in the industry.
- LPL Enterprise, LLCFeb 2025 to now
- Romagnoli RemodelingJun 2024 to now
- Pruco Securities, LLC.Aug 2024 to Nov 2024
- UnemployedDec 2023 to May 2024
- Slave To the Grind Coffee BarJul 2021 to Nov 2023
- John F Kennedy Catholic High SchoolSep 2018 to Jul 2022
- Transfiguration SchoolSep 2009 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7979711
- Firm CRD
- 8733