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Matthew V Healy

Investment Adviser Representative at LPL Enterprise, LLC

Pittsford, NYCRD #7774085Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew V Healy is an investment adviser representative with LPL Enterprise, LLC in Pittsford, NY, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Prudential Financial Planning Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.

Office

1000 Pittsford Victor Road, Suite 2e
Pittsford, NY 14534

Advisors at this office: 20

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
3 states and territories

Hawaii, New York, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/15/2023
Series 7
General Securities Representative Examination
Passed 7/14/2023
SIE
Securities Industry Essentials Examination
Passed 6/13/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Enterprise, LLCCurrent
11/14/2024 – Pittsford, NY
Prudential Financial Planning Services
9/12/2023 – 11/14/2024Pittsford, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pruco Securities Llc
    May 2023 – Nov 2024Pittsford, NY
  2. Insero & Co Cpa'S
    May 2021 – Sep 2022Rochester, NY
  3. Insero & Co Cpa'S
    May 2020 – Aug 2020Rochester, NY
  4. Biogen
    Jun 2019 – Dec 2019Cambridge, MA
  5. Webster Highway Department
    May 2018 – Aug 2018Webster, NY
  6. Webster Highway Department
    Nov 2018 – Mar 2019Webster, NY
  7. Gold'S Gym
    Dec 2017 – Aug 2018Webster, NY
  8. Shadow Lake
    May 2017 – Nov 2017Penfield, NY
  9. Pub 235
    Nov 2016 – May 2017Webster, NY
  10. Monroe Community College
    Aug 2016 – May 2017Rochester, NY
  11. Monroe Community College
    Aug 2017 – Dec 2017Rochester, NY
  12. Suny Oswego
    Aug 2018 – May 2019Oswego, NY
  13. Suny Oswego
    Jan 2020 – May 2020Oswego, NY
  14. Suny Oswego
    Aug 2020 – Dec 2020Oswego, NY
  15. Unemployed
    Oct 2022 – Apr 2023N/a, NY
  16. Unemployed
    Jan 2021 – Apr 2021N/a, NY
  17. The Prudential Insurance Company Of America
    Sep 2023 – no end date reportedPittsford, NY
  18. LPL Enterprise, LLC
    Nov 2024 – no end date reportedPittsford, NY

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Enterprise, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,088
Offices listed on AdvisorFinder:
5
Main office:
Fort Mill, SC
SEC file number:
801-130883

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 15, 2026

View full firm profile

Other advisors at LPL Enterprise, LLC

Showing 12 of 3,088 in the directory

View LPL Enterprise, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew V Healy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matthew V Healy (LPL Enterprise) - Fees & Credentials