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Kaylee P

Series 66

Egg Harbor Township, NJ

LPL Enterprise

Kaylee Pereira is a Series 66-credentialed financial advisor with two years of industry experience, currently affiliated with LPL Enterprise. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she has experience in the hospitality and retail sectors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daryl D

ChFC®, Series 65, Series 63

Egg Harbor Township, NJ

LPL Enterprise

Daryl Ditroia is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. He serves on the board of the Upper Township Challenger Sports nonprofit. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to managed portfolios through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with financial product sales, including insurance, and supports lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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