Matthew Joseph Tinyo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 10/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2013 → 05/2017
  The University Of Arizona
  Tucson, AZ
• 10/2021 → 03/2022
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 03/2022 → 10/2023
  Raymond James Financial Services, Inc
  Scottsdale, AZ
• 03/2022 → 10/2023
  Raymond James Financial Services Advisors, Inc
  Scottsdale, AZ
• 02/2022 → 10/2023
  Jackson Roskelley Wealth Advisors
  Scottsdale, AZ
• 02/2023 → 10/2023
  Summit Path Insights, Inc.
  Scottsdale, AZ
• 10/2023 → 01/2025
  Ameriprise Financial Services, Llc
  Scottsdale, AZ
• 01/2025 → Present
  Lpl Financial
  Scottsdale, AZ

Previous Registrations

• 2023-10-02 → 2025-01-28
  Ameriprise Financial Services, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2022-04-01 → 2023-10-11
  Raymond James Financial Services Advisors, Inc
  Scottdale, AZ
• 2022-01-24 → 2022-03-01
  Captrust
  Phoenix, AZ
• 2020-10-05 → 2021-11-12
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

1 - 11/2024 - Jackson Roskelley Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 5 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23
• S63 Uniform Securities Agent State Law Examination
  2017-07-26

Designations

• Certified Financial Planner

Other Names

• Matthew Joseph Tinyo
• Matt Joseph Tinyo
• Matthew Joseph Tinyo
• Matthew Tinyo