Eric Michael Lewandowski

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

• 07/2015 → 11/2024
  Pruco Securities, Llc.
  Doylestown, PA
• 11/2015 → Present
  Prudential Insurance Company Of America
  Doylestown, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Doylestown, PA

Previous Registrations

• 2018-07-20 → 2024-11-14
  Pruco Securities, Llc.
  Warrington, PA
  Doylestown, PA
  Doylestown, PA

Other Businesses

1) 09/03/2024 - Market America - Unfranchise - Direct internet marketing sales of nutrition products, etc. - Direct Sales/ MLM - Inv Related - At Doylestown. PA - Start Date 07/18/2022 - 4hrs/mth - 0hrs/mth During Trading 2) 02/18/2026-HighPoint Private Wealth-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/01/2026-160hrs/mth-160hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-21
• S63 Uniform Securities Agent State Law Examination
  2015-10-23

Other Names

• Eric Lewandowski