Tony M Difatta

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

• 08/2013 → 12/2024
  Pruco Securities, Llc.
  Towson, MD
• 01/2013 → Present
  Tony M Di Fatta, Cpa P.C.
  Towson, MD
• 01/2025 → Present
  Lpl Enterprise
  Towson, MD

Previous Registrations

• 2024-07-18 → 2024-12-06
  Pruco Securities, Llc.
  North Bethesda, MD
  Lutherville, MD
  Towson, MD
  Towson, MD

Other Businesses

1) 12/19/2024 - Friends of Eric Bouchat - Other - Treasurer - 1 hr/mth - Start date: 09/18/2013 - Towson, MD - 1 hr/mth 2) 12/23/2024 - TONY M DI FATTA CPA PC - Tax Prep/Accounting/CPA - CEO - Start Date 01/15/2013 - Towson, MD - 160 hrs/mth 3) 12/19/2024 - NEXT GENERATION VENTURES - Business Owner - start date 09/18/2024 - Towson, MD - 4 hrs/mth 4) 12/19/2024 - INSIGHT CONNEX - Business Owner/CFO - start date 05/26/2017 - Towson, MD - 10 hrs/mth 5) 12/19/2024 - INSIGHT PROPERTIES - Real Estate Rental - start date 06/01/2016 - Towson, MD - 5 hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-11