Matthew Steven Dohar
Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
23 years in the industry.
- LPL Financial LLCJul 2026 to now
- MML Investors ServicesMar 2017 to Jul 2026
- Mass Mutual Life Insurance CompanyJul 2016 to Jul 2026
- Metlife Securities, Inc.May 2003 to Mar 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4667727
- Firm CRD
- 6413