Aidan Carpenter
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning and consulting services typically range from $0 to $10,000.
Up to $500 per hour for financial planning and consulting services.
Account minimum: Minimum asset value required for an MWP account to be managed; TAMP sponsors typically establish a minimum account value (specific amounts not stated); no minimum asset amount required for financial planning and consulting services. Fee-only: Financial planning and consulting services fees typically range from $0 to $10,000 flat fee or up to $500 per hour; may be discounted or complimentary.
Work history
LPL Enterprise, LLC
2024 - Present (2 years)
The Prudential Insurance Company of America
2024 - Present (2 years)
Pruco Securities Llc
2023 - 2024 (1 year)
Jordan-Elbridge Central School District
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Terakeet
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
Albany YMCA
2020 - 2022 (2 years)
Vector Marketing
2019 - 2020 (1 year)
University at Albany
2018 - 2022 (4 years)
Skanateles Skoops
2018 - 2018 (1 year)
Jordan-Elbridge High School
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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