Matthew Eric Westbay

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

• 05/2024 → 02/2026
  New York Life Insurance Company
  Louisville, KY
• 10/2022 → 05/2024
  Bankers Life
  Paducah, KY
• 01/2010 → 04/2022
  Lewis Generation Farms Llc
  Philo, IL
• 11/2025 → 02/2026
  Nylife Securities Llc
  Louisville, KY
• 04/2022 → 10/2022
  Unemployed
  Wickliffe, KY
• 02/2026 → Present
  Lpl Enterprise Llc
  Indianapolis, IN

Other Businesses

1. 2/11/2026 - MATTHEW WESTBAY, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Wickliffe KY - OBA Start Date: 01/13/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 2/11/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Wickliffe KY - OBA Start Date: 01/13/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 2/11/2026 - New York Life - Non-Variable Insurance - Investment Related - Louisville KY - OBA Start date: 05/01/2024 - 200 Hour(s)/Month - 0 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2026-07-14
• S63 Uniform Securities Agent State Law Examination
  2026-02-04

Other Names

• Matthew Westbay