Matthew Scheff is a registered investment advisor at LPL Financial LLC, based in West Seneca, NY, with 2 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
965 Union Road, West Seneca, NY, 14224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved with Sgroi Wealth Advisory Group, LLC since October 2023, dedicating full-time hours to training and research. He is also involved with DBA: Sgroi Lawley Group LLC since October 2024, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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