Donald Edgar Storey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 11/2024
  Pruco Securities, Llc.
  Clayton, NY
• 02/2011 → Present
  Prudential Insurance Company Of America
  Clayton, NY
• 11/2024 → Present
  Lpl Enterprise, Llc
  East Syracuse, NY

Previous Registrations

• 2021-06-07 → 2024-11-14
  Pruco Securities, Llc.
  Cortland, NY
  Syracuse, NY
  Liverpool, NY
  Clayton, NY
  Clayton, NY
  East Syracuse, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-24
• S63 Uniform Securities Agent State Law Examination
  2011-05-07

Other Names

• Donald Edgar Storey