Matthew Donald Demartino

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

• 03/2009 → Present
  Prudential Insurance Company Of America
  Vienna, VA
• 03/2009 → 11/2024
  Pruco Securities, Llc.
  Vienna, VA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Vienna, VA

Previous Registrations

• 2010-05-12 → 2024-11-14
  Pruco Securities, Llc.
  Vienna, VA
  North Bethesda, MD
  Vienna, VA

Other Businesses

1) 08/16/2024- Integrated Wealth Advisors- DBA for LPL Business (entity for LPL business)- Providing financial planning services to individuals, families, and small businesses as well as investment and insurance strategy implementation.- INV Related- At Vienna, Va- Start date 08/01/2024- 160 HRS MTH- 130 HRS During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-03
• S63 Uniform Securities Agent State Law Examination
  2009-04-02

Designations

• Chartered Financial Consultant

Other Names

• Matthew Donald De Martino