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Brian Sullivan

Investment adviser representative at LPL Enterprise, LLC
12 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

12 years in the industry.

  1. LPL Enterprise, LLCApr 2026 to now
  2. Cartecay River BrewingMar 2025 to now
  3. UsdaNov 2024 to Sep 2025
  4. US General Services AdministrationJul 2024 to Oct 2024
  5. Contrast Artisan AlesJun 2022 to Jun 2024
  6. Ironshield Brewing CoDec 2021 to Jun 2022
  7. UnemployedSep 2021 to Dec 2021
  8. Steady Hand Beer CoJan 2017 to Sep 2021
  9. Moondog GrowlersApr 2014 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MN).

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
8253911
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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