Steven Miranda

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

• 07/2021 → Present
  Quattros
  Guilford, CT
• 07/2017 → 07/2021
  Connecticut Pest Elimination
  Orange, CT
• 04/2016 → 05/2017
  Montello Group
  Orange, CT
• 05/2017 → 07/2017
  Unemployed
  Hamden, CT
• 09/2025 → Present
  Lpl Enterprise Llc
  Shelton, CT

Other Businesses

1. 08/21/2025 - Quattros - Outside/W-2 Employment - Guilford, CT - NOT INV REL - Start Date 07/26/2021 - 145hrs/mth | 0hrs during trading 2. 08/21/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Hamden, CT - INV REL - Start Date 08/20/2025 - 160hrs/mth | 160hrs during trading 3. 08/21/2025 - STEVEN MIRANDA N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Hamden, CT - INV REL - Start Date 08/20/2025 - 160hrs/mth | 160hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-06-12