Daniel P Precourt

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

• 12/2016 → 11/2024
  Pruco Securities, Llc
  Wakefield, MA
• 08/2003 → 10/2017
  Charles J. Precourt & Son, Inc
  Sudbury, MA
• 01/2017 → 10/2017
  Hr Block
  Marlborough, MA
• 06/2017 → Present
  The Prudential Insurance Company Of America
  Marlborough, MA
• 07/2017 → Present
  Prudential Insurance Company Of America
  Marlborough, MA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Marlborough, MA

Previous Registrations

• 2022-02-01 → 2024-11-14
  Pruco Securities, Llc.
  Wakefield, MA
  Marlborough, MA

Other Businesses

1) 09/06/2024- Packard Street Realty LLC- Real Estate Rental- Hudson, MA - INV Related- Start date 01/01/2017- 4 HRS MTH- 0 HRS During Trading 2) 05/28/2026 - Sternlight Wealth Advisors, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - North Grafton, MA - Start Date 05/13/2026 - 4 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-25
• S63 Uniform Securities Agent State Law Examination
  2017-06-21

Other Names

• Daniel P Precourt
• Daniel Patrick Precourt