Melissa Christine 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.
- LPL Enterprise, LLCJul 2026 to now
- UnemployedSep 2025 to May 2026
- New Era Cap, LLC.Jun 2025 to Aug 2025
- UnemployedSep 2024 to May 2025
- Sherwin WilliamsJun 2024 to Aug 2024
- Brookfield Country ClubApr 2023 to Aug 2024
- UnemployedSep 2022 to Mar 2023
- John Carroll University Department of RecreationSep 2021 to Mar 2022
- Tropical Smoothie CafeApr 2021 to Aug 2022
- UnemployedSep 2020 to Mar 2021
- Mathewson Mccarthy BaseballApr 2019 to Aug 2020
- UnemployedJul 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8307737
- Firm CRD
- 8733