Matthew Fazendeiro
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCAug 2025 to now
- Guardian Life Insurance AgencyJun 2023 to now
- Park Avenue SecuritiesNov 2023 to Aug 2025
- Fairleigh Dickinson UniversityAug 2019 to May 2023
- Glendale PizzeriaSep 2017 to Jul 2022
- Food & Drug Administration (fda)Jun 2017 to Feb 2019
- Oratory Prepartory SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7589532
- Firm CRD
- 6413