Matthew Edward Corman

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

• 07/2017 → 07/2018
  Mml Investors Services, Llc
  Worcester, MA
• 06/2017 → 07/2018
  Massmutual Life Insurance Company
  Worcester, MA
• 01/2017 → 05/2017
  Zenya
  Quincy, MA
• 08/2013 → 12/2016
  Elon University
  Elon, NC
• 07/2018 → 08/2019
  Securities America, Inc.
  Braintree, MA
• 08/2018 → 08/2019
  The Patriot Financial Group Insurance Agency, Llc Dba Generation
  Braintree, MA
• 08/2019 → 12/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2018 → 12/2023
  Generations Retirement Group
  Braintree, MA
• 06/2017 → 07/2018
  Baystate Financial
  Worcester, MA
• 12/2023 → 07/2024
  Corman Financial Planning
  Tampa, FL
• 12/2023 → 07/2024
  Creativeone Wealth
  Northboro, MA
• 07/2024 → Present
  Suncoast Credit Union
  Riverview, FL
• 07/2024 → Present
  Lpl Financial Llc
  Riverview, FL

Previous Registrations

• 2023-12-26 → 2024-09-27
  Creativeone Wealth, Llc
  Overland Park, KS
  Tampa, FL
• 2019-09-12 → 2023-12-21
  Ae Wealth Management, Llc
  Braintree, MA
  Westborough, MA
• 2018-08-02 → 2019-08-27
  The Patriot Financial Group, Llc
  Braintree, MA
  Walpole, MA
  Braintree, MA
• 2018-04-12 → 2018-07-18
  Mml Investors Services, Llc
  Worcester, MA

Other Businesses

1- 07/2024 / Suncoast Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2017-09-26

Designations

• Certified Financial Planner

Other Names

• Matthew Corman
• Matthew Edward Corman