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Brandon Kyle Steinman

Investment Adviser Representative at LPL Enterprise, LLC

Daytona Beach, FLCRD #7327367Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

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

Brandon Kyle Steinman is an investment adviser representative with LPL Enterprise, LLC in Daytona Beach, FL, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Prudential Financial Planning Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

128 Orange Avenue, Suite 211
Daytona Beach, FL 32114

Advisors at this office: 4

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

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
4 states and territories

Florida, Georgia, Illinois, Tennessee

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/23/2024
Series 7
General Securities Representative Examination
Passed 8/2/2024
SIE
Securities Industry Essentials Examination
Passed 3/19/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Enterprise, LLCCurrent
11/18/2024 – Daytona Beach, FL
Prudential Financial Planning Services
9/25/2024 – 11/12/2024Daytona Beach, FL

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. Pruco Securities LLC
    Jan 2021 – Jun 2021Jacksonville, FL
  2. Unemployed
    Oct 2020 – Jan 2021Port Orange, FL
  3. Spanos Motors
    Mar 2020 – Oct 2020Daytona Beach, FL
  4. University of Florida
    Jun 2015 – Dec 2019Gainesville, FL
  5. DAC Financial Inc.
    May 2019 – Aug 2019Daytona Beach, FL
  6. Mantay & Company, LLC
    Jan 2022 – Nov 2024Daytona Beach, FL
  7. Unemployed
    Jun 2021 – Aug 2021Port Orange, FL
  8. Mutual of Omaha
    Aug 2021 – Dec 2021Lake Mary, FL
  9. Pruco Securities LLC
    May 2024 – Nov 2024Daytona Beach, FL
  10. The Prudential Insurance Company of America
    Oct 2024 – no end date reportedDaytona Beach, FL
  11. LPL Enterprise, LLC
    Nov 2024 – no end date reportedDaytona Beach, FL

Official records & sources

Data as of June 28, 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

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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. Brandon Kyle Steinman 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.

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Brandon Kyle Steinman (LPL Enterprise) - Fees & Credentials