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Matthew Taylor

LPL Financial LLC
29 Years of Experience
Holmdel, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Taylor is a registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 29 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ, 07733

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew provides investment advisory services through Private Portfolio Partners, dedicating nearly full-time hours to this. He also operates under DBAs and entities for his LPL business and tax/investment purposes, and is an agent for non-variable insurance products.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Private Portfolio Partners, LLC
December 2021 - April 2025 · 3 yrs 4 mos
Buckman Advisory Group LLC
March 2005 - December 2021 · 16 yrs 9 mos
Buckman, Buckman & Reid, INC.Broker
March 2003 - December 2021 · 18 yrs 9 mos
Kirlin Securities INC.Broker
September 2001 - April 2003 · 1 yr 7 mos
M.S. Farrell & Company, INC.Broker
June 1997 - September 2001 · 4 yrs 3 mos
Oppenheimer & CO., INC.Broker
May 1997 - May 1997 · 0 mos
State Registrations14 states
CACOCTDEFLINMDMINCNJNYPASCUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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