Shane Peterson Smith
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, LLCApr 2026 to now
- University of MarylandAug 2022 to now
- Bethesda Wealth Planning GroupMay 2025 to Dec 2025
- Georgetown Financial GroupJun 2024 to Aug 2024
- Cherry Hill Construction Company Inc.Jun 2023 to Aug 2023
- Cherry Hill Construction Company Inc.Jun 2022 to Aug 2022
- Madison Public SchoolsSep 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8118671
- Firm CRD
- 8733