Robert Lamont Wilson

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

• 10/2024 → 08/2025
  Equitable Advisors
  New York, NY
• 11/2020 → 11/2024
  Sims Metal Management
  Jersey City, NJ
• 04/2004 → 09/2019
  Bozzuto Management Group
  Greenbelt, MD
• 09/2019 → 02/2020
  Unemployed
  Jersey City, NJ
• 02/2020 → 04/2020
  Robert Half
  Jersey City, NJ
• 04/2020 → 06/2020
  Unemployed
  Jersey City, NJ
• 06/2020 → 10/2020
  Robert Half
  Jersey City, NJ
• 04/2020 → 03/2025
  Bozzuto Management Group
  Greenbelt, MD
• 08/2025 → 09/2025
  Unemployed
  Jersey City, NJ
• 09/2025 → 02/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2025 → 02/2026
  Northwestern Mutual Investment Services Llc
  New York, NY
• 02/2026 → Present
  Lpl Enterprise Llc
  Basking Ridge, NJ

Previous Registrations

• 2025-11-05 → 2026-02-12
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 2024-12-11 → 2025-08-11
  Equitable Advisors, Llc
  New York, NY
  Jersey City, NJ
  New York, NY

Other Businesses

1. 02/17/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Jersey City, NJ - OBA Start Date: 02/12/2026 2. 02/17/2026 - Robert Lamont Wilson, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Jersey City, NJ - OBA Start Date: 02/12/2026

Exams

• S66 Uniform Combined State Law Examination
  2024-11-13
• S63 Uniform Securities Agent State Law Examination
  2022-11-05

Other Names

• Robert Lamont Wilson