Matthew Lawrence Schultz
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 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
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaFeb 2023 to now
- Pruco Securities, LLCFeb 2023 to Nov 2024
- Wells Fargo Clearing Services, LLCJan 2019 to Feb 2023
- Wells Fargo AdvisorsOct 2016 to Sep 2018
- Clarion University Recreational CenterApr 2015 to May 2018
- Clarion University of PennsylvaniaAug 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6541648
- Firm CRD
- 8733