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Lee Lessing

LPL Enterprise, LLC
28 Years of Experience
Melville, NY
2 DisclosuresBroker
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Lee Lessing is a registered investment advisor at LPL Enterprise, LLC, based in Melville, NY, with 28 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

445 Broadhollow Road, Suite 405, Melville, NY, 11747

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2018
Judgment / Lien
January 2018
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
May 2021 - November 2024 · 3 yrs 6 mos
Pruco Securities, LLC.Broker
April 2016 - November 2024 · 8 yrs 7 mos
Voya Financial Advisors, INC.Broker
January 2004 - April 2016 · 12 yrs 3 mos
Locust Street Securities, INC.Broker
September 2003 - January 2004 · 4 mos
A. G. Edwards & Sons, INC.Broker
April 2001 - September 2003 · 2 yrs 5 mos
Investec Ernst & CompanyBroker
October 1999 - April 2001 · 1 yr 6 mos
Royce Investment Group, INC.Broker
December 1997 - October 1999 · 1 yr 10 mos
State Registrations4 states
FLNJNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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