Matthew Newman
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- LPL Financial LLCJul 2025 to now
- Next Financial GroupMar 2022 to Jul 2025
- Equitable Advisors. LLCSep 2021 to Mar 2022
- Diefenbach Water SystemsFeb 2021 to May 2021
- Crosby'sJan 2021 to Mar 2021
- InstacartNov 2020 to May 2021
- Cellular SalesAug 2020 to Nov 2020
- Domino'sSep 2019 to May 2020
- Suny-fredoniaMay 2019 to May 2021
- Designer PoolsMay 2018 to Nov 2021
- University of RochesterAug 2017 to May 2019
- UnemployedJun 2017 to Aug 2017
- Forestville High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7443215
- Firm CRD
- 6413