LPL Financial
42yrs
Top advisor by experience in Niagara Falls
12yrs
Matthew Wright is a financial advisor in Niagara Falls, New York, with 12 years in the industry. After four years at Cadaret, Grant &, Matthew joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office6928 Williams Road, Niagara Falls, NY 14304
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Cadaret, Grant & CO., Inc.Previously
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call LPL Financial at 704-733-3300 and ask for Matthew Wright. Matthew works from the Niagara Falls, NY office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Matthew hold?
Series 63. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Matthew paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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