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Nicholas Attanasio

LPl Enterprise, LLC

Warrington, PA

CRD 8239115

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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:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-06
  • PA RA
    APPROVED
    Since 2026-08-06

Branch Locations

2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock Wilmington DE 08/2021 Present
Johnson & Johnson Titusville NJ 01/2020 07/2020
Amerisourcebergen Conshohocken PA 08/2018 12/2018
Patricia's Restaurant Holmdel NJ 08/2016 08/2017
St Josephs University Philadelphia PA 08/2017 05/2021
St John Vianney -- High School Holmdel NJ 09/2013 06/2017
Lpl Enterprise Llc Warrington PA 04/2026 Present
  • 08/2021 → Present
    Blackrock
    Wilmington, DE
  • 01/2020 → 07/2020
    Johnson & Johnson
    Titusville, NJ
  • 08/2018 → 12/2018
    Amerisourcebergen
    Conshohocken, PA
  • 08/2016 → 08/2017
    Patricia's Restaurant
    Holmdel, NJ
  • 08/2017 → 05/2021
    St Josephs University
    Philadelphia, PA
  • 09/2013 → 06/2017
    St John Vianney -- High School
    Holmdel, NJ
  • 04/2026 → Present
    Warrington, PA
Other Businesses

1. 3/30/2026 - NICHOLAS ATTANASIO, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Philadelphia PA - OBA Start date: 03/12/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 3/30/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Philadelphia PA - OBA Start date: 03/12/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 3/30/2026 - Nicholas Attanasio - Real Estate Rental - Not INV REL - Philadelphia PA - OBA Start date: 05/06/2023 - 10 Hour(s)/Month - 0 Hour(s) During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
S63 Uniform Securities Agent State Law Examination 2026-07-18
  • S66 Uniform Combined State Law Examination
    2026-08-06
  • S63 Uniform Securities Agent State Law Examination
    2026-07-18

View on SEC IAPD

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