Michael Barrett

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

• 04/2025 → Present
  Lpl Enterprise Llc
  East Brunswick, NJ
• 03/2019 → 03/2023
  The Home Depot
  Forked River, NJ
• 05/2022 → 08/2022
  The Home Depot
  Atlanta, GA
• 03/2023 → Present
  The Home Depot
  Toms River, NJ
• 03/2015 → 06/2019
  Lacey Township Highschool
  Forked River, NJ
• 09/2019 → 12/2023
  Ocean County College/Kean University (Kean-Ocean)
  Toms River, NJ

Other Businesses

1. 04/04/2025 - The Home Depot - Outside/W-2 Employment - NOT INV REL - Toms River, NJ - Start Date 03/31/2019 - 160 HRS/MO 2. 04/04/2025-N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Financial Professional-Inv Related-At Forked River, NJ-Start date 04/04/2025-160hrs/mth-160hrs/mth during trading 3. 04/04/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/04/2025-160hrs/mth-160hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-06-13