Nicholas Attanasio
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- BlackrockAug 2021 to now
- Johnson & JohnsonJan 2020 to Jul 2020
- AmerisourcebergenAug 2018 to Dec 2018
- St Josephs UniversityAug 2017 to May 2021
- Patricia's RestaurantAug 2016 to Aug 2017
- St John Vianney -- High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8239115
- Firm CRD
- 8733