Matthew Tuley

Current Employers

Employment History

• 12/2023 → Present
  Lpl Financial Llc
  Center Valley, PA
• 05/2022 → 08/2023
  Fox Hollow Golf Club
  Quakertown, PA
• 06/2019 → 08/2020
  Giant Food Stores
  Quakertown, PA
• 05/2020 → 01/2022
  Doordash, Inc.
  Bucks County, PA
• 08/2020 → 05/2024
  Ursinus College
  Collegeville, PA
• 08/2016 → 06/2020
  Quakertown Community High School
  Quakertown, PA
• 04/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1. 09/10/2024 - Capital Planning Wealth Management - Registered Investment Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/23/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide financial planning and consulting services through Capital Planning Wealth Management, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-07