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Jeffrey Flit

LPL Enterprise, LLC
25 Years of Experience
Miami, FL
2 DisclosuresBroker
View SEC Summary
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Jeffrey Flit is a registered investment advisor at LPL Enterprise, LLC, based in Miami, FL, with 25 years of industry experience. Jeffrey 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
3131 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

800 NW 62nd Ave, Ste 120, Miami, FL, 33126

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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.
Customer Dispute
November 2016
Denied
Customer Dispute
June 2010
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLC
July 2026 - Present · 3 mos
LPL Enterprise, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2011 - May 2023 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - May 2023 · 12 yrs 2 mos
UBS Financial Services INC.
October 2008 - April 2011 · 2 yrs 6 mos
UBS Financial Services INC.Broker
October 2008 - April 2011 · 2 yrs 6 mos
Citigroup Global Markets INC.
April 2003 - October 2008 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
March 2003 - October 2008 · 5 yrs 7 mos
Wachovia Securities, INC.
August 2001 - March 2003 · 1 yr 7 mos
Wachovia Securities, INC.Broker
August 2001 - March 2003 · 1 yr 7 mos
Gruntal & CO., L.L.C.Broker
November 2000 - August 2001 · 9 mos
Cantella & CO., INC.Broker
April 2000 - November 2000 · 7 mos
Commonwealth Financial NetworkBroker
August 1999 - May 2000 · 9 mos
Corporate Securities Group, INC.Broker
February 1999 - August 1999 · 6 mos
Shochet Securities INC.Broker
January 1998 - February 1999 · 1 yr 1 mo
State Registrations1 state
FL
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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