Matthew Jordan Grozier
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaNov 2023 to now
- Pruco Securities LLCApr 2023 to Nov 2024
- Central Susquehanna Intermediate UnitMar 2022 to Aug 2022
- Danville High SchoolOct 2020 to Mar 2023
- Stephs SubsMay 2019 to Jun 2022
- Bloomsburg UniversityJan 2019 to Dec 2021
- Donald E. Kocher Inc.May 2018 to Aug 2018
- Lebanon Valley CollegeAug 2017 to Dec 2018
- Central Columbia High SchoolJan 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7728695
- Firm CRD
- 8733