Michael Anthony Geppi
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Michael Anthony Geppi? 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
11 years in the industry.
- LPL Enterprise, LLCDec 2025 to now
- UnemployedAug 2025 to Nov 2025
- KpmgMay 2025 to Aug 2025
- Washington Gas LightMay 2024 to Aug 2024
- Ryleigh's OysterMay 2022 to May 2024
- Chick-fil-aFeb 2021 to Aug 2021
- University of Maryland College ParkApr 2020 to May 2025
- Brookside MarketAug 2018 to Apr 2020
- Lib's GrillMay 2018 to Aug 2018
- Loyola Blakefield HighschoolNov 2015 to May 2018
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
- 8189147
- Firm CRD
- 8733