Matthew
Smith

Lpl Financial LLC

CRD#2830586
Investment Advisor
in Leominster, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Smith is a financial advisor operating out of Leominster, Massachusetts who has 12 years of relevant experience. Smith is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Rollstone Bank & Trust and Lpl Financial LLC. Smith has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Massachusetts. Lpl Financial LLC is a registered investment business based out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on which service is provided. However, fees billed by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

24 Monument Square
Leominster, MA 01453

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MA Average: $646,059,043
Total Number of Employees

31,366

MA Average: 13
Total Number of Accounts

1,688,501

MA Average: 661
Average Account Size

$217,956

MA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Smith Work History

Matthew has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Rollstone Bank & Trust

2011 - Present (13 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Akins
Fort Payne, AL
David Capitan
Hinsdale, IL
William Ellis
Hudsonville, MI
Ann Bolton
Fort Mill, SC
Michelle Paris
Croydon, NH
Grzegorz Szymczak
Hinsdale, IL
Philip Matherly
Fort Mill, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started