Paul S Karchawer

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

• 11/2024 → Present
  Lpl Enterprise, Llc
  Melville, NY
• 12/2019 → Present
  Prudential Insurance Company Of America
  Forest Hills, NY
• 01/2015 → 11/2017
  Reliable Office Solutions
  New York, NY
• 11/2017 → 01/2018
  Unemployed
  Briarwood, NY
• 11/2019 → 11/2024
  Pruco Securities, Llc.
  Forest Hills, NY
• 01/2018 → 10/2019
  David Lerner, Associates
  Syosset, NY

Previous Registrations

• 2021-11-01 → 2024-11-14
  Pruco Securities, Llc.
  Melville, NY
  Melville, NY
  Forest Hills, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-01
• S63 Uniform Securities Agent State Law Examination
  2018-04-11

Other Names

• Paul Stephen Karchawer
• Paul S Karchawer