Matthew Topley

Employer firm

Lansing Street Advisors CRD 306882

$555M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 04/2020
  Fortis Advisors Llc
  King Of Prussia, PA
• 04/2020 → Present
  Lansing Street Advisors Llc
  Ambler, PA

Previous Registrations

• 2015-09-18 → 2020-05-22
  Fortis Advisors, Llc
  King Of Prussia, PA

Other Businesses

Moneyclip Inc; Not Investment related; 9 E Mill Road Hatboro, PA, 19040; MoneyClip lets advisors record their screen, explain plans in plain English, and share a secure link so clients can watch anytime; Board Member; Advisor; October 15, 2025; 1; 0; Advise the founder when necessary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-18
• S63 Uniform Securities Agent State Law Examination
  2003-02-28