AdFi
MR

Mikaela Rose Donovan

Investment Adviser Representative at LPL Enterprise, LLC

Williamsville, NYCRD #7967444Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

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

Mikaela Rose Donovan is an investment adviser representative with LPL Enterprise, LLC in Williamsville, NY, where they have been registered since 2026, the year they entered the securities industry. 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 New York.

Office

100 College Parkway, Suite 220
Williamsville, NY 14221

Advisors at this office: 24

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:
New York
Broker:
2 states and territories

New York, Pennsylvania

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 1/23/2026
Series 7
General Securities Representative Examination
Passed 5/15/2026
SIE
Securities Industry Essentials Examination
Passed 6/29/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Enterprise, LLCCurrent
5/15/2026 – Williamsville, NY
LPL Enterprise, LLCCurrent
5/15/2026 – Tonawanda, NY

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
    Jul 2024 – Nov 2024Williamsville, NY
  2. TJX Companies, Marshalls
    May 2017 – Jun 2019Buffalo, NY
  3. D'Avolio
    Jun 2019 – May 2020Buffalo, NY
  4. Starbucks
    May 2020 – Mar 2022Buffalo, NY
  5. LensCrafters
    Mar 2022 – no end date reportedBuffalo, NY
  6. University at Buffalo
    Aug 2018 – May 2022Buffalo, NY
  7. Williamsville South High School
    Sep 2015 – Jun 2018Buffalo, NY
  8. LPL Enterprise, LLC
    Nov 2024 – Mar 2025Williamsville, NY
  9. LPL Enterprise LLC
    Oct 2025 – no end date reportedWilliamsville, NY

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 Williamsville, NY

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. Mikaela Rose Donovan 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
Mikaela Rose Donovan (LPL Enterprise) - Fees & Credentials