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Raad Mleiti

LPl Enterprise, LLC

Dewitt, NY

CRD 8049511

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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 2025-11-24
  • NY RA
    APPROVED
    Since 2025-11-24

Branch Locations

5789 Widewaters Parkway Ste 1F, Dewitt, NY 13214 • 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
Lpl Enterprise Llc Syracuse NY 06/2025 Present
Gillette Road Middle School Cicero NY 01/2015 09/2018
Cicero North-Syracuse High School Cicero NY 09/2018 06/2021
Unemployed Cicero NY 06/2021 08/2021
University At Buffalo Getzville NY 08/2021 05/2025
Target Cicero NY 10/2019 01/2020
Mcdonald Cicero NY 08/2020 04/2021
  • 06/2025 → Present
    Syracuse, NY
  • 01/2015 → 09/2018
    Gillette Road Middle School
    Cicero, NY
  • 09/2018 → 06/2021
    Cicero North-Syracuse High School
    Cicero, NY
  • 06/2021 → 08/2021
    Unemployed
    Cicero, NY
  • 08/2021 → 05/2025
    University At Buffalo
    Getzville, NY
  • 10/2019 → 01/2020
    Target
    Cicero, NY
  • 08/2020 → 04/2021
    Mcdonald
    Cicero, NY
Other Businesses

1) 06/17/2025-Raad Mleiti-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Cicero, NY-Start date 06/17/2025-160hrs/mth-160hrs/mth during trading 2) 06/17/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/17/2025-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2025-11-24

View on SEC IAPD

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