Matthew Darcy is a registered investment advisor at LPL Financial LLC, based in Willowick, OH, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
32341 Vine Street, Willowick, OH, 44095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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