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Jeremy John Pyszczynski

LPl Enterprise, LLC

Orchard Park, NY

Syracuse, NY

CRD 5877671

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-14
  • NY RA
    APPROVED
    Since 2024-11-14

Branch Locations

3085 Southwestern Boulevard Suite 200, Orchard Park, NY 14127 • United States

500 Plum St Ste 301, Syracuse, NY 13204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2016 10/2019
Pruco Securities, Llc. Orchard Park NY 11/2019 11/2024
Prudential Insurance Company Of America Orchard Park NY 12/2019 Present
Lpl Enterprise, Llc Orchard Park NY 11/2024 Present
Previous Registrations
  • 2020-09-10 → 2024-11-14
    Pruco Securities, Llc.
    Orchard Park, NY
    Syracuse, NY
  • 2016-08-23 → 2019-10-31
    Edward Jones
    East Aurora, NY
    Tonawanda, NY
    Alden, NY
    St Louis, MO
    Springville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23
Other Names
  • Jeremy John Pyszczynski
  • Jeremy J Pyszczynski

View on SEC IAPD

Nearby Firms

WATERFORD ADVISORS, LLC
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

GREGORY LEONARD KOZERSKI
Daniel Byles-Smith
Ryan Michael DiPasquale

Nearby Offices

WATERFORD ADVISORS, LLC · ORCHARD PARK, NY
OSAIC WEALTH, INC. · ORCHARD PARK, NY
EDWARD JONES · ORCHARD PARK, NY

More in Orchard Park, NY

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