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Matthew Ordway

19 Years of Experience
Rosemont, IL
Broker

Matthew Ordway is a registered investment advisor at LPL Financial LLC, based in Rosemont, IL, with 19 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

9450 W. Bryn Mawr Ave. Ste 300, Rosemont, IL, 60018

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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 operates Signature Chicago Wealth Management as a DBA for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Fifth Third Securities, INC.Broker
October 2019 - December 2020 · 1 yr 2 mos
Fifth Third Securities, INC.
September 2019 - December 2020 · 1 yr 3 mos
U.S. Bancorp Investments, INC.
April 2013 - August 2019 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
April 2013 - August 2019 · 6 yrs 4 mos
PNC InvestmentsBroker
January 2011 - October 2012 · 1 yr 9 mos
PNC Investments
December 2010 - October 2012 · 1 yr 10 mos
PNC InvestmentsBroker
November 2009 - December 2009 · 1 mo
PNC Investments
November 2009 - December 2009 · 1 mo
Natcity Investments, INC.
October 2006 - November 2009 · 3 yrs 1 mo
Natcity Investments, INC.Broker
October 2006 - November 2009 · 3 yrs 1 mo
Harris Investor Services, INC.
December 2005 - October 2006 · 10 mos
Harris Investor Services, INC.Broker
December 2005 - October 2006 · 10 mos
Harrisdirect LLC
May 2002 - December 2005 · 3 yrs 7 mos
Harrisdirect LLCBroker
May 2002 - December 2005 · 3 yrs 7 mos
Harris Investorline INC.Broker
January 2002 - May 2002 · 4 mos
State Registrations10 states
CAFLGAILINMIOHTNTXWI
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 Ordway - Financial Advisor | TrueAdvisor