Matthew Vitale
Investment adviser representative at LPL Enterprise, LLC
9 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Matthew Vitale? Claim your profile
Contact this firm
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 Enterprise, LLCMay 2025 to now
- LPL Financial, LLCJan 2025 to May 2025
- Cetera Financial Specialists LLCSep 2023 to Dec 2024
- Tops Friendly MarketsJun 2023 to Aug 2023
- The Terzolo Financial Group, IncMay 2023 to Dec 2024
- Le Moyne CollegeOct 2022 to May 2023
- WalgreensApr 2021 to Jun 2023
- Camillus Ridge TerraceAug 2019 to Sep 2021
- Marcellus Youth SoccerSep 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7747309
- Firm CRD
- 8733