Matthew David Heisey
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- UnemployedOct 2025 to Jan 2026
- AmazonFeb 2021 to Feb 2022
- DoordashFeb 2021 to Feb 2022
- Uber EatsFeb 2021 to Feb 2022
- The Hershey CompanyApr 2019 to Oct 2025
- Traffic Control ServicesSep 2017 to Apr 2019
- System OneMay 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8209734
- Firm CRD
- 8733