Unclaimed Profile

Matthew Topley

LANSING STREET ADVISORS LLC·AMBLER, Pennsylvania

Series 7, Series 55, Series 63, Series 65Clean record10 years registeredLANSING STREET ADVISORS LLC

124 S MAPLE STREET, AMBLER, PA 19002CRD# 4604606Firm CRD# 306882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Topley · AMBLER, PA

Registration

CRD #4604606 · LANSING STREET ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

LANSING STREET ADVISORS

Apr 2020 – present

FORTIS ADVISORS, LLC

Sep 2015 – May 2020

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · September 18, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANSING STREET ADVISORS LLC

CRD 306882 · SEC 801-126210

AUM

$379M

Regulatory assets under management

Employees

339 client accounts

Services offered by LANSING STREET ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at LANSING STREET ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Topley offer?

Matthew Topley specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in AMBLER, Pennsylvania for a consultation.

What are Matthew Topley's credentials?

Matthew Topley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Topley located?

Matthew Topley is based in AMBLER, Pennsylvania, working with LANSING STREET ADVISORS LLC. Their office serves clients in the AMBLER metropolitan area and surrounding communities.

How does Matthew Topley charge for services?

Matthew Topley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANSING STREET ADVISORS LLC?

LANSING STREET ADVISORS LLC has approximately 4 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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