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Olivia Teja Prashad

LPl Enterprise, LLC

Woodbury, NY

West Hampton Beach, NY

CRD 7816683

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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
NY RA APPROVED 2026-03-12
  • NY RA
    APPROVED
    Since 2026-03-12

Branch Locations

Woodbury, NY • United States

64 Old Riverhead Road Suite C, West Hampton Beach, NY 11978 • 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
Pruco Securities Llc Melville NY 08/2023 01/2025
Jtw Advisors Llc Wayne PA 05/2022 08/2022
Syracuse University Syracuse NY 09/2022 05/2023
Syracuse University Syracuse NY 09/2021 05/2022
Phil's Pizzeria Syosset NY 06/2021 08/2021
Syracuse University Syracuse NY 09/2020 05/2021
Crest Hollow Country Club Woodbury NY 08/2017 08/2020
Syosset Central School District Syosset NY 09/2013 06/2019
Lpl Enterprise Riverhead NY 02/2025 Present
  • 08/2023 → 01/2025
    Pruco Securities Llc
    Melville, NY
  • 05/2022 → 08/2022
    Jtw Advisors Llc
    Wayne, PA
  • 09/2022 → 05/2023
    Syracuse University
    Syracuse, NY
  • 09/2021 → 05/2022
    Syracuse University
    Syracuse, NY
  • 06/2021 → 08/2021
    Phil's Pizzeria
    Syosset, NY
  • 09/2020 → 05/2021
    Syracuse University
    Syracuse, NY
  • 08/2017 → 08/2020
    Crest Hollow Country Club
    Woodbury, NY
  • 09/2013 → 06/2019
    Syosset Central School District
    Syosset, NY
  • 02/2025 → Present
    Lpl Enterprise
    Riverhead, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-11
  • S66 Uniform Combined State Law Examination
    2026-03-11

View on SEC IAPD

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