Miles William Kath
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered 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, LLCJul 2026 to now
- Miles KathJan 2023 to now
- Adp LLCMay 2020 to Jun 2026
- Homestar Builder IncNov 2019 to Apr 2020
- MedmenDec 2018 to Oct 2019
- Spring Street BarJan 2018 to Oct 2018
- The Roosevelt HotelJul 2017 to Dec 2017
- University of Southern CaliforniaJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8306714
- Firm CRD
- 8733