William Sleicher
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- Tasty LLCSep 2024 to Nov 2024
- Harborone BankJul 2024 to Jan 2026
- Dan's Place RestaurantAug 2023 to Nov 2023
- Safesplash Swim SchoolJul 2023 to Apr 2024
- UnemployedApr 2020 to Jul 2023
- Anthony's Coal Fired PizzaAug 2019 to Apr 2020
- Coastway Community BankJan 2018 to Aug 2019
- Dunkin DonutsAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8177415
- Firm CRD
- 8733