Ervin Renaldo Matthew

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2012 → 08/2019
  University Of Cincinnati
  Cincinnati, OH
• 08/2019 → 04/2021
  Unemployed
  Cincinnati, OH
• 05/2021 → 01/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2023 → 01/2025
  Northwestern Mutual Investment Services Llc
  Cincinnati, OH
• 06/2023 → 12/2023
  The Ohio State University, Department Of Sociology
  Columbus, OH
• 08/2023 → 01/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2025 → 03/2025
  Unemployed
  Cincinnati, OH
• 03/2025 → Present
  Lpl Enterprise Llc
  Columbus, OH

Other Businesses

1. 01/31/2025 - American Sociological Association - Non-Profit Board Member - NOT INV REL - Washington, DC - Start Date 01/01/2025 - 20 HRS/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-05
• S63 Uniform Securities Agent State Law Examination
  2023-04-21

Other Names

• Maliq Matthew
• Maliq Matthew