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Tyler Matechak

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.

  1. LPL Financial LLCMay 2026 to now
  2. Park Avenue SecuritiesJan 2026 to Apr 2026
  3. Financial Growth PartnersAug 2025 to Apr 2026
  4. Idm TruckingJul 2024 to Aug 2025
  5. UnemployedFeb 2024 to Jul 2024
  6. Blue Ridge BeverageNov 2023 to Feb 2024
  7. Wel CompaniesNov 2022 to Nov 2023
  8. Continetal ExpressJul 2022 to Nov 2022
  9. Kane LogisticsSep 2021 to Jul 2022
  10. UnemployedApr 2021 to Sep 2021
  11. Tobyhanna Army DepotOct 2018 to Apr 2021
  12. Mclane CompanySep 2013 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (PA, VA).

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
8186488
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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