Dewitt, NY Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,088

Across 868 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high‑net‑worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives (IARs). Services described in the brochure include financial planning and consulting, access to third‑party asset managers and TAMPs, and participation in the Model Wealth Portfolios wrap program; LPLE also operates as a broker‑dealer and facilitates insurance product sales through affiliated entities.

Investment implementation is typically model‑driven: LPLE and its IARs use model portfolios developed by LPL’s Research Department, third‑party Portfolio Strategists, or TAMP sponsors, with discretionary authority granted for MWP and, as specified, to TAMP sponsors or subadvisors. Financial planning engagements are generally point‑in‑time and non‑discretionary, and the firm does not accept performance‑based fees.

Noteworthy differences from many peers include LPLE’s prominent role in non‑securities products and services disclosed in the brochure — affiliated trust custody and trustee services (PTC and FTC), an affiliated insurance agency that receives commissions, and participation in a collateralized lending program (LPL’s Secured Credit Account) in which LPL may act as lender. The brochure also makes clear that LPLE primarily provides access to and referrals for third‑party managers rather than operating a formal “selection of other advisers” program, and its disclosures do not include hypothetical performance presentations.

Based on LPL Enterprise

Expertise

Tax-loss harvesting

Based on LPL Enterprise

Location

5789 Widewaters Parkway, Ste 1 F

Dewitt NY 13214

Advisors at this office

11

Advisors at this office

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Liz C

Series 66

Dewitt, NY

LPL Enterprise

Liz Csonka is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, she worked briefly at Prudential and has experience in educational roles at California State University Sacramento and Sacramento New Technology High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Mohamed A

Series 63

Dewitt, NY

LPL Enterprise

Mohamed Attia is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 63 designation and has worked with Prudential Insurance Company of America since 2013. His current role at LPL Enterprise began in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various insurance and trust-related services.

Tax-loss harvesting
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Christopher F

Series 63, Series 65

Dewitt, NY

LPL Enterprise

Christopher Foster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over 19 years. Foster is also involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors and institutional entities, utilizing model-driven investment strategies and offering access to third-party asset managers and financial planning services.

Tax-loss harvesting
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Ibrahim E

Series 66

Dewitt, NY

LPL Enterprise

Ibrahim Elmekkawy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in supervisory roles at Main Event Entertainment and Funtopia, and also has experience in education at Metea High School and Hill Middle School. He currently serves as a supervisor at Main Event Entertainment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities financial services through affiliated entities.

Tax-loss harvesting
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David S

Series 63, Series 65

Dewitt, NY

LPL Enterprise

David Schnall is a financial advisor at LPL Enterprise with 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise. Outside of his advisory role, Schnall instructs children and adults in skiing and snowboarding at local mountain resorts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, utilizing model-driven portfolio management and offering access to third-party asset managers and insurance products.

Tax-loss harvesting
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Deepal S

Series 63

Dewitt, NY

LPL Enterprise

Deepal Shah is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Shah owns and oversees operations at Elmwood Wine and Liquors and Meraki Holdings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Raad M

Series 66

Dewitt, NY

LPL Enterprise

Raad Mleiti is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held various positions including roles at the University at Buffalo, McDonald, Target, and in education at Cicero North-Syracuse High School and Gillette Road Middle School. Raad is also involved in a non-variable insurance agency as a financial professional. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Edward C

Series 63

Dewitt, NY

LPL Enterprise

Edward Cuello is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Cuello is a co-founder of the Latino Professional Network of Syracuse, a regional networking organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses model-driven portfolios developed by internal research and third-party strategists and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Tax-loss harvesting
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Timothy M

Series 65, Series 63

Dewitt, NY

LPL Enterprise

Timothy Mullane is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

Tax-loss harvesting
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Peter G

Series 63, Series 65

Dewitt, NY

LPL Enterprise

Peter Grifo is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cadaret, Grant & Co., Inc. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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William S

Series 63, Series 65

Dewitt, NY

LPL Enterprise

William Squairs is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 39 years of industry experience. He has a long tenure at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, dating back to 1987. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
View complete list of advisors at this office
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