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Sandro Renato Smith

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.

  1. LPL Enterprise, LLCJun 2026 to now
  2. UnemployedMay 2026 to Jun 2026
  3. Indiana UniversityAug 2025 to May 2026
  4. Soft Touch Moving and StorageMay 2025 to Aug 2025
  5. Indiana UniversityAug 2024 to May 2025
  6. Soft Touch Moving and StorageMay 2024 to Aug 2024
  7. Indiana UniversityAug 2023 to May 2024
  8. Soft Touch Moving and StorageMay 2023 to Aug 2023
  9. Indiana UniversityAug 2022 to May 2023
  10. Bloomington High School NorthAug 2018 to Aug 2022
  11. Tri-north Middle SchoolJun 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8303161
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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