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Madison Taylor Matthews

LPl Financial LLC

Hollis, NY

Melville, NY

CRD 8047020

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-20
TX RA APPROVED 2026-04-20
  • NY RA
    APPROVED
    Since 2026-04-20
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

Hollis, NY • United States

538 Broadhollow Rd, Ste 202, Melville, NY 11747 • 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
Quality Health Care Hollis NY 12/2023 Present
Hooked Kickboxing Fresh Meadow NY 02/2024 12/2024
Met Life Stadium East Rutherford NJ 06/2023 08/2023
S&A Wine And Spirits Long Island NY 09/2022 05/2023
Wayfair Llc Boston MA 06/2022 08/2022
Amherst College Department Of Political Science Amherst MA 09/2021 02/2023
Now What Brooklyn NY 02/2021 01/2022
Cisneros For Congress Covina CA 06/2020 10/2020
Mead Art Museum Amherst MA 09/2019 05/2022
Amherst College Alumni Fund Amherst MA 09/2019 03/2020
Amherst College Department Of Black Studies Amherst MA 02/2019 02/2021
Queens College Summer Camp Flushing NY 06/2018 08/2018
The Chandler Law Firm Pllc Valley Stream NY 06/2017 08/2017
Amherst College Amherst MA 09/2018 12/2023
The Lawrenceville School Lawrenceville NJ 09/2015 05/2018
Equitable Advisors, Llc. New York NY 03/2025 03/2026
Lpl Financial Llc Melville NY 04/2026 Present
  • 12/2023 → Present
    Quality Health Care
    Hollis, NY
  • 02/2024 → 12/2024
    Hooked Kickboxing
    Fresh Meadow, NY
  • 06/2023 → 08/2023
    Met Life Stadium
    East Rutherford, NJ
  • 09/2022 → 05/2023
    S&A Wine And Spirits
    Long Island, NY
  • 06/2022 → 08/2022
    Wayfair Llc
    Boston, MA
  • 09/2021 → 02/2023
    Amherst College Department Of Political Science
    Amherst, MA
  • 02/2021 → 01/2022
    Now What
    Brooklyn, NY
  • 06/2020 → 10/2020
    Cisneros For Congress
    Covina, CA
  • 09/2019 → 05/2022
    Mead Art Museum
    Amherst, MA
  • 09/2019 → 03/2020
    Amherst College Alumni Fund
    Amherst, MA
  • 02/2019 → 02/2021
    Amherst College Department Of Black Studies
    Amherst, MA
  • 06/2018 → 08/2018
    Queens College Summer Camp
    Flushing, NY
  • 06/2017 → 08/2017
    The Chandler Law Firm Pllc
    Valley Stream, NY
  • 09/2018 → 12/2023
    Amherst College
    Amherst, MA
  • 09/2015 → 05/2018
    The Lawrenceville School
    Lawrenceville, NJ
  • 03/2025 → 03/2026
    New York, NY
  • 04/2026 → Present
    Melville, NY
Previous Registrations
Other Businesses

1: 04/2026 - Quality Health Care - Outside/W-2 Employment - Not Inv Related - 62 Hours/Month - Jamaica, NY - OBA Start Date: 12/12/2023.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

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