Matthew
Slovick
Lpl Financial LLC
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About this Advisor
Matthew Slovick is a financial advisor operating out of Buffalo, New York with a total of 6 years of relevant experience. Slovick currently works for Lpl Financial LLC. During their career, Slovick has held roles at Moldenhauer & Associates, Ameritas Life Insurance Corp, Ameritas Investment Corp, First Niagara Bank, Lpl Financial LLC, Keybank, Key Investment Services LLC, Northwest Bank and Lpl Financial, LLC. Slovick maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in New Jersey and New York. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It oversees $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company has a broad range of services, including 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 largely are based on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Slovick Work History
Matthew has been registered as a financial advisor for 6 years.*
Northwest Bank
Lpl Financial, LLC
Keybank
Key Investment Services LLC
First Niagara Bank
Lpl Financial LLC
Moldenhauer & Associates
Ameritas Life Insurance Corp
Ameritas Investment Corp
*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 Slovick 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
Fort Mill, SC
Burnet, TX
Fort Madison, IA
Rahway, NJ
Summit, NJ
Staten Island, NY
Hattiesburg, MS
Charlotte, NC
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.
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