Matthew Robert Stahl
Investment adviser representative at LPL Financial LLC
20 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
20 years in the industry.
- LPL Financial LLCNov 2025 to now
- Somerset Trust CompanyNov 2024 to now
- J. Alden Associates, Inc.Mar 2023 to Apr 2024
- Mpb Wealth Management, LLCNov 2022 to Mar 2024
- Mid Penn BankMay 2022 to Nov 2024
- Cetera Investment Advisers LLCFeb 2014 to Apr 2022
- Cetera Investment Services LLCFeb 2014 to Apr 2022
- Fnb Wealth ManagementOct 2006 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5290080
- Firm CRD
- 6413