Andreas Wiersbitzky

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

• 10/2023 → 11/2024
  Pruco Securities Llc
  Warrington, PA
• 05/2021 → 10/2023
  Self Employed
  Newtown, PA
• 08/2012 → 04/2021
  Self Employed
  Malvern, PA
• 03/2024 → Present
  The Prudential Insurance Company Of America
  Warrington, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Warrington, PA

Previous Registrations

• 2024-02-02 → 2024-11-14
  Pruco Securities, Llc.
  Warrington, PA
  Newtown, PA

Other Businesses

1) 10/25/2024 - Stratum Holdings LLC - Business Entity For Tax/Investment Purposes Only - INV Related - At Richboro, PA - Start Date 11/11/2021 - 0hrs/mth - 0hrs During Trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2024-01-31