Shane Peterson Smith

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
  North Bethesda, MD
• 05/2025 → 12/2025
  Bethesda Wealth Planning Group
  North Bethesda, MD
• 08/2022 → Present
  University Of Maryland
  College Park, MD
• 06/2024 → 08/2024
  Georgetown Financial Group
  Redding, CT
• 06/2023 → 08/2023
  Cherry Hill Construction Company Inc.
  North Branford, CT
• 09/2015 → 06/2022
  Madison Public Schools
  Madison, CT
• 06/2022 → 08/2022
  Cherry Hill Construction Company Inc.
  North Branford, CT

Other Businesses

1. 04/02/2026 - SHANE SMITH N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency- College Park MD - Inv Related - OBA Start Date: 04/02/2026- 160 Hour(s)/Month - 160 Hour(s) During Trading" 2. 04/02/2026- Prudential Advisors - DBA for LPL Business (entity for LPL business) - College Park MD - Inv Related - OBA Start Date: 04/02/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading"

Exams

• S66 Uniform Combined State Law Examination
  2026-07-21