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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.

  1. LPL Enterprise, LLCJan 2026 to now
  2. UnemployedOct 2025 to Jan 2026
  3. AmazonFeb 2021 to Feb 2022
  4. DoordashFeb 2021 to Feb 2022
  5. Uber EatsFeb 2021 to Feb 2022
  6. The Hershey CompanyApr 2019 to Oct 2025
  7. Traffic Control ServicesSep 2017 to Apr 2019
  8. 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
Advisor's SEC record (opens in a new tab)
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