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Matthew Louis Senicola

Investment adviser representative at Lanark Financial, Inc.
11 yearsExperience
19 statesRegistered in
$1.8BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Lanark Financial, Inc.Aug 2015 to now
  2. Nbc Securities, Inc.Jul 2015 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 19 states (AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NY, PA, SC, TX, UT, VA, WA).

Lanark Financial, Inc.

$1.8BAssets managed
3,576Clients
68Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3238741
Firm CRD
17870
Advisor's SEC record (opens in a new tab)
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