Lyle Bellamy

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

• 04/2026 → Present
  Lpl Enterprise Llc
  Champaign, IL
• 08/2024 → 12/2025
  Fidelity Investments
  Merrimack, NH
• 12/2025 → 03/2026
  Unemployed
  Champaign, IL
• 05/2024 → 08/2024
  Unemployed
  Manchester, NH
• 05/2023 → 05/2024
  Surf Seafood
  Nashua, NH
• 04/2021 → 05/2023
  Mts Local
  Nashua, NH
• 11/2020 → 03/2021
  Olivias In The Village
  Gloucester, VA
• 06/2020 → 11/2020
  Berret's
  Williamsburg, VA
• 08/2017 → 06/2020
  Elm City Brewing Company
  Keene, NH
• 05/2013 → 08/2017
  Red Arrow Diner
  Milford, NH

Other Businesses

1. 4/1/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Champaign IL - OBA Start date: 03/24/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 4/1/2026 - LYLE BELLAMY N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Champaign IL - OBA Start date: 03/24/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2026-06-11