Monika Tanwar
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Monika Tanwar? Claim your profile
Contact this firm
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, LLCJun 2026 to now
- Atlas Management ConsultingOct 2025 to now
- Nylife Securities LLCMar 2026 to May 2026
- New York Life Insurance CoDec 2025 to May 2026
- Northwestern Mutual Investment Services LLCDec 2024 to Jan 2026
- Northwestern Mutual Life Insurance CompanyDec 2024 to Jan 2026
- UnemployedAug 2024 to Dec 2024
- Cognizant Technology Solutions US CorpJun 2019 to Jul 2024
- UnemployedApr 2019 to May 2019
- Global Data Mart IncNov 2014 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7995455
- Firm CRD
- 8733