AdFi
AP

Anthony Paul Patti Jr.

Investment Adviser Representative at LPL Enterprise, LLC

Cockeysville, MDCRD #8171591Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony Paul Patti is an investment adviser representative with LPL Enterprise, LLC in Cockeysville, MD, where they have been registered since 2025, the year they entered the securities industry. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.

Office

303 International Cir, Ste 105
Cockeysville, MD 21030

Advisors at this office: 27

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland
Broker:
4 states and territories

Delaware, District of Columbia, Maryland, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/24/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 12/29/2023
Series 7
General Securities Representative Examination
Passed 11/13/2025
SIE
Securities Industry Essentials Examination
Passed 10/12/2023
Series 31
Futures Managed Funds Examination
Passed 7/13/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Enterprise, LLCCurrent
10/8/2025 – Cockeysville, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Target
    Nov 2022 – Jun 2025Baltimore County, MD
  2. Papa John's
    Jul 2023 – Feb 2024Baltimore County, MD
  3. Little Caesars
    Nov 2021 – Apr 2022Baltimore County, MD
  4. Towson University
    Aug 2021 – May 2025Baltimore County, MD
  5. Calvert Hall College High School
    Sep 2017 – May 2021Baltimore County, MD
  6. LPL Enterprise
    Oct 2025 – no end date reportedBaltimore County, MD
  7. Perry Hall Middle School
    Sep 2015 – Jun 2017Baltimore County, MD
  8. Unemployed
    Jun 2025 – Oct 2025Baltimore County, MD

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Enterprise, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,088
Offices listed on AdvisorFinder:
5
Main office:
Fort Mill, SC
SEC file number:
801-130883

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 15, 2026

View full firm profile

Other advisors at LPL Enterprise, LLC

Showing 12 of 3,088 in the directory

View LPL Enterprise, LLC firm profile

Similar advisors in Cockeysville, MD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Paul Patti Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Anthony Paul Patti Jr. (LPL Enterprise) - Fees & Credentials