Eric Olivier Mathurin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2014 → 03/2022
  J.P. Morgan Securities Llc
  Glendale, NY
• 01/2018 → 03/2022
  Jp Morgan Chase Bank, N.A.
  Glendale, NY
• 04/2022 → 07/2024
  Citigroup
  Rego Park, NY
• 07/2024 → Present
  Lpl Financial Llc
  Rego Park, NY

Previous Registrations

• 2022-06-15 → 2024-07-26
  Citigroup Global Markets Inc.
  Rego Park, NY
  Greenwich, CT
  Bay Shore, NY
  Sunnyside, NY
• 2014-04-29 → 2022-03-28
  J.P. Morgan Securities Llc
  Long Island City, NY
  Glendale, NY
  Ridgewood, NY
  Forest Hills, NY
  Forest Hills, NY
  Forest Hills, NY
  Corona, NY
  Forest Hills, NY

Other Businesses

1) 07/16/2024 - Mathurin Capital - Mortgage Lending - First Mortgage & Home Equity Line - NY 11374 - Investment related - 5% Time spent - Start date: 08/01/2024. 2) 07/16/2024 - Mathurin Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 07/16/2024 - Mathurin Tax Prep - Tax Prep/Accounting/CPA - Tax preparer - NY 11374 - Investment related - 5% Time spent - Start date: 08/01/2024.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-25

Other Names

• Eric Olivier Mathurin
• Olivier E Mathurin
• Eric Mathurin
• Eric O Mathurin
• Olivier E Mathurin
• Ermindrix Olivier Mathurin
• Ermindrix Olivier Mathurin