Michael Wilbur

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

• 09/2015 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 07/2017 → 02/2022
  Bank Of America, N.A.
  Lincoln, RI
• 01/2022 → 11/2024
  Pruco Securities Llc
  Warwick, RI
• 03/2022 → Present
  The Prudential Insurance Company Of America
  Warwick, RI
• 11/2024 → Present
  Lpl Enterprise, Llc
  Warwick, RI

Previous Registrations

• 2022-03-17 → 2024-11-14
  Pruco Securities, Llc.
  Warwick, RI
• 2017-06-19 → 2022-03-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI

Exams

• S66 Uniform Combined State Law Examination
  2017-06-16

Other Names

• Michael W Wilbur
• Michael Warren Wilbur