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Matthew Angelo Kazdan

LPl Financial LLC

Boca Raton, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-24
  • FL RA
    APPROVED
    Since 2025-03-24

Branch Locations

2424 N. Federal Highway Ste. 311, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
On Point Barbershop Sunrise FL 07/2015 08/2019
University Athletic Association Gainesville FL 08/2019 12/2020
Youfit Gainesville FL 01/2020 04/2021
Franklin Templeton Investments Fort Lauderdale FL 06/2022 08/2022
On Point Barbershop Sunrise FL 12/2022 08/2024
University Of Florida Gainesville FL 08/2019 08/2023
University Of Florida Gainesville FL 04/2021 06/2022
Montanti Advisory Services Boca Raton FL 09/2024 Present
Lpl Financial Llc Boca Raton FL 09/2024 Present
  • 07/2015 → 08/2019
    On Point Barbershop
    Sunrise, FL
  • 08/2019 → 12/2020
    University Athletic Association
    Gainesville, FL
  • 01/2020 → 04/2021
    Youfit
    Gainesville, FL
  • 06/2022 → 08/2022
    Franklin Templeton Investments
    Fort Lauderdale, FL
  • 12/2022 → 08/2024
    On Point Barbershop
    Sunrise, FL
  • 08/2019 → 08/2023
    University Of Florida
    Gainesville, FL
  • 04/2021 → 06/2022
    University Of Florida
    Gainesville, FL
  • 09/2024 → Present
    Montanti Advisory Services
    Boca Raton, FL
  • 09/2024 → Present
    Lpl Financial Llc
    Boca Raton, FL
Other Businesses

1- 10/2024 / MONTANTI ADVISORY SERVICES LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-03-21
Other Names
  • Matt Kazdan

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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