Matthew Scott Grohocki
Investment adviser representative at LPL Financial LLC
9 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
9 years in the industry.
- LPL Financial, LLCJan 2021 to now
- Gateway Wealth Partners, LLCOct 2022 to Nov 2025
- Adviser's Pride, Inc.Mar 2022 to Oct 2022
- Off Campus and Commuter Student ServicesAug 2018 to Mar 2020
- University of ConnecticutAug 2017 to Dec 2020
- A Thyme To CookApr 2017 to Nov 2020
- Staples Inc.Oct 2015 to Jan 2018
- Norwich Free AcademyAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7333490
- Firm CRD
- 6413