MC
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Matthew Corrigan

25 Years of Experience
Rochester, NY
BrokerSells Insurance

Matthew Corrigan is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

3300 Monroe Ave Suite 213, Rochester, NY, 14618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is involved with Lucor Holdings, LLC, Rochester Wealth Solutions, LLC (DBA for LPL business), and Corrigan Family, L.P. He also works as an agent for Globe Life Insurance Company of New York, selling non-variable insurance, dedicating a few hours per week to this role.

Employment History
Current Registrations
LPL Financial LLC
April 2022 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citizens Securities, INC.
January 2017 - May 2022 · 5 yrs 4 mos
Citizens Securities, INC.Broker
December 2015 - May 2022 · 6 yrs 5 mos
M&t Securities, INC.Broker
March 2005 - December 2015 · 10 yrs 9 mos
Chase Investment Services CORP.Broker
September 2003 - March 2005 · 1 yr 6 mos
Waddell & Reed, INC.Broker
April 2000 - February 2003 · 2 yrs 10 mos
State Registrations12 states
AZCOCTFLILMINCNJNVNYPAVA
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.
Matthew Corrigan - Financial Advisor | TrueAdvisor