Daniel James Chilcoat

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

• 10/2015 → 11/2024
  Pruco Securities, Llc.
  Hunt Valley, MD
• 01/2016 → Present
  Prudential Insurance Company Of America
  Hunt Valley, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  Hampstead, MD

Previous Registrations

• 2016-08-10 → 2024-11-14
  Pruco Securities, Llc.
  North Bethesda, MD
  Hunt Valley, MD
  Hampstead, MD

Other Businesses

1) 10/25/2024 - 1331 Property, LLC - Property management 1331 N Main St., Hampstead, MD 21074 - Real Estate Rental - Inv Related - At Hunt Valley, MD - Start Date 12/01/2018 - 1hrs/mth - 0hrs/mth During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-02
• S63 Uniform Securities Agent State Law Examination
  2016-01-07