MD
CFP
MD
CFP

Matthew Michael Darcy

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

32341 Vine Street, Willowick, OH, 44095

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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 Activities

Matthew is affiliated with Greybridge Financial Group and Tyler-Stone Wealth Management, LLC, spending full-time on these investment-related activities. He also owns Greybridge Properties, LLC, CP's Cooler (an ice cream business), and is a notary, while his spouse owns a tax preparation firm, DRC Financial Services DBA Hupp Tax Service.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
Tyler-Stone Wealth Management, LLC
January 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2003 - February 2019 · 15 yrs 8 mos
Cetera Advisor Networks LLCBroker
May 2003 - February 2019 · 15 yrs 9 mos
AXA Advisors, LLC
January 2003 - May 2003 · 4 mos
AXA Advisors, LLC
September 2002 - December 2002 · 3 mos
AXA Advisors, LLCBroker
January 2001 - May 2003 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
November 2000 - December 2000 · 1 mo
Ids Life Insurance CompanyBroker
November 2000 - December 2000 · 1 mo
State Registrations12 states
AZCACOFLGAILNCOHOKPASDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew Michael Darcy - Financial Advisor | TrueAdvisor