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Gerald Matthew Cloney

Charles Schwab & CO., Inc.

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About Gerald Matthew Cloney

Gerald Matthew Cloney is a financial advisor with Charles Schwab & CO., Inc., specializing in investment advisory services for individuals and providing financial planning. Gerald has been in the industry since 1998 and holds multiple registrations, including a Series 66 license. His previous experience includes roles at AIG International Securities Inc. and GT Global, Inc.. He also holds licenses from the states of California and Texas.

Firm Information

Gerald Cloney is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Gerald Cloney’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

CT

08/03/2001 - 04/18/2002

AIG INTERNATIONAL SECURITIES INC. (GREENWICH CT)

CA

03/19/1993 - 06/23/1997

GT GLOBAL, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 07/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/09/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 5 public disclosures for Gerald Matthew Cloney. Review regulatory record here.
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