Osaic Wealth
36yrs
Top advisor by experience in Cockeysville
9yrs
Nathaniel Smith
Financial advisor at LPL Enterprise
Nathaniel Smith is a fiduciary financial advisor in Cockeysville, Maryland, with 9 years in the industry. After seven years at Pruco Securities, Nathaniel joined LPL Enterprise in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Cockeysville, and one of 73 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office303 International Circle Suite 105, Cockeysville, MD 21030
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2017 – 2024Pruco Securities, LLC.Previously
Questions to ask Nathaniel
Tailored to Nathaniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathaniel
How do I contact Nathaniel?
Call LPL Enterprise at 704-733-3300 and ask for Nathaniel Smith. Nathaniel works from the Cockeysville, MD office.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Nathaniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathaniel a fiduciary?
Nathaniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathaniel paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathaniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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